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

Lowery Thomas, LLC

  • $131 Million
  • Q1 2024

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 155,492 shares of SCHG stock, worth $16.2 Million. This represents 11.04% of its overall portfolio holdings.

Number of Shares
155,492
Previous 140,210 10.9%
Holding current value
$16.2 Million
Previous $11.6 Million 23.95%
% of portfolio
11.04%
Previous 9.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
7,722 Added 10.82%
79,110 $4.42 Million
Q2 2022

Aug 15, 2022
BUY
N/A
17,094 Added 31.48%
71,388 $4.14 Million
Q1 2022

May 10, 2022
BUY
N/A
26,475 Added 95.17%
54,294 $4.06 Million
Q4 2021

May 10, 2022
BUY
N/A
27,819 New
27,819 $4.56 Million

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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