Lowery Thomas, LLC Schwab Strategic U.S. Mid Cap Transaction History

Lowery Thomas, LLC

$147 Million
Q3 2024

A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lowery Thomas, LLC holds 14,362 shares of SCHM stock, worth $426,264. This represents 0.81% of its overall portfolio holdings.

Number of Shares

14,362

Previous 14,326 0.25%

Holding current value

$426,264

Previous $1.11 Million 7.09%

% of portfolio

0.81%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$75.47 - $83.18 $2,716 - $2,994	36 Added 0.25%	14,362 $1.19 Million
Q2 2024 Aug 02, 2024	SELL	$75.69 - $81.19 $14,532 - $15,588	-192 Reduced 1.32%	14,326 $1.11 Million
Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $25,219 - $28,174	346 Added 2.44%	14,518 $1.18 Million
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $12,665 - $15,265	201 Added 1.44%	14,172 $1.07 Million
Q3 2023 Nov 01, 2023	BUY	$66.75 - $73.98 $23,629 - $26,188	354 Added 2.6%	13,971 $945,000
Q2 2023 Jul 31, 2023	SELL	$65.29 - $71.03 $14,755 - $16,052	-226 Reduced 1.63%	13,617 $967,000
Q1 2023 May 04, 2023	BUY	$64.24 - $73.9 $63,661 - $73,234	991 Added 7.71%	13,843 $939,000
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $35,103 - $40,215	575 Added 4.68%	12,852 $843,000
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $3,388 - $4,060	56 Added 0.46%	12,277 $744,000
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $342,740 - $429,902	5,627 Added 85.34%	12,221 $767,000
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $11,164 - $12,780	-158 Reduced 2.34%	6,594 $500,000
Q4 2021 May 10, 2022	BUY	$76.01 - $83.39 $513,219 - $563,049	6,752 New	6,752 $543,000

Others Institutions Holding SCHM

# of Institutions

947

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Lowery Thomas, LLC Schwab Strategic U.S. Mid Cap Transaction History