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 $21.4 Million. This represents 12.99% of its overall portfolio holdings.

Number of Shares
682,694
Previous 694,658 1.72%
Holding current value
$21.4 Million
Previous $17.4 Million 14.64%
% of portfolio
12.99%
Previous 12.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,603
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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