Lowery Thomas, LLC Schwab Strategic Tr Us Large C Transaction History

Lowery Thomas, LLC

$154 Million
Q2 2025

A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lowery Thomas, LLC holds 682,694 shares of SCHG stock, worth $20.7 Million. This represents 12.99% of its overall portfolio holdings.

Number of Shares

682,694

Previous 694,658 1.72%

Holding current value

$20.7 Million

Previous $17.4 Million 14.64%

% of portfolio

12.99%

Previous 12.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$22.27 - $29.21 $266,438 - $349,468	-11,964 Reduced 1.72%	682,694 $19.9 Million
Q1 2025 May 05, 2025	BUY	$24.91 - $29.02 $214,524 - $249,920	8,612 Added 1.26%	694,658 $17.4 Million
Q4 2024 Feb 07, 2025	BUY	$25.93 - $105.3 $13.4 Million - $54.6 Million	518,270 Added 308.91%	686,046 $19.1 Million
Q3 2024 Nov 08, 2024	BUY	$92.63 - $105.69 $506,222 - $577,595	5,465 Added 3.37%	167,776 $17.5 Million
Q2 2024 Aug 02, 2024	BUY	$87.04 - $101.61 $593,525 - $692,878	6,819 Added 4.39%	162,311 $16.4 Million
Q1 2024 May 10, 2024	BUY	$80.6 - $93.32 $1.23 Million - $1.43 Million	15,282 Added 10.9%	155,492 $14.4 Million
Q4 2023 Feb 05, 2024	BUY	$70.08 - $83.37 $1.39 Million - $1.65 Million	19,780 Added 16.42%	140,210 $11.6 Million
Q3 2023 Nov 01, 2023	BUY	$71.99 - $78.02 $1.18 Million - $1.28 Million	16,349 Added 15.71%	120,430 $8.76 Million
Q2 2023 Jul 31, 2023	BUY	$63.6 - $74.95 $122,557 - $144,428	1,927 Added 1.89%	104,081 $7.8 Million
Q1 2023 May 04, 2023	SELL	$54.19 - $65.17 $45,140 - $54,286	-833 Reduced 0.81%	102,154 $6.66 Million
Q4 2022 Feb 10, 2023	BUY	$54.31 - $60.76 $1.3 Million - $1.45 Million	23,877 Added 30.18%	102,987 $5.72 Million
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $430,964 - $534,748	7,722 Added 10.82%	79,110 $4.42 Million
Q2 2022 Aug 15, 2022	BUY	$55.73 - $76.55 $952,648 - $1.31 Million	17,094 Added 31.48%	71,388 $4.14 Million
Q1 2022 May 10, 2022	BUY	$65.63 - $82.62 $1.74 Million - $2.19 Million	26,475 Added 95.17%	54,294 $4.06 Million
Q4 2021 May 10, 2022	BUY	$73.11 - $83.4 $2.03 Million - $2.32 Million	27,819 New	27,819 $4.56 Million

Others Institutions Holding SCHG

# of Institutions

1,584

Shares Held

803M

Call Options Held

298K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Lowery Thomas, LLC Schwab Strategic Tr Us Large C Transaction History