Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History

Lowery Thomas, LLC

$144 Million
Q1 2025

A detailed history of Lowery Thomas, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Lowery Thomas, LLC holds 125,033 shares of SCHO stock, worth $3.03 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

125,033

Previous 136,043 8.09%

Holding current value

$3.03 Million

Previous $3.27 Million 7.03%

% of portfolio

2.11%

Previous 2.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$24.1 - $24.34 $265,341 - $267,983	-11,010 Reduced 8.09%	125,033 $3.04 Million
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $1.27 Million - $2.58 Million	52,758 Added 63.35%	136,043 $3.27 Million
Q3 2024 Nov 08, 2024	SELL	$47.93 - $49.06 $1.89 Million - $1.93 Million	-39,401 Reduced 32.12%	83,285 $4.08 Million
Q2 2024 Aug 02, 2024	SELL	$47.75 - $48.13 $313,813 - $316,310	-6,572 Reduced 5.08%	122,686 $5.9 Million
Q1 2024 May 10, 2024	SELL	$48.05 - $48.63 $515,480 - $521,702	-10,728 Reduced 7.66%	129,258 $6.23 Million
Q4 2023 Feb 05, 2024	SELL	$47.66 - $48.45 $1.16 Million - $1.18 Million	-24,405 Reduced 14.85%	139,986 $6.78 Million
Q3 2023 Nov 01, 2023	SELL	$47.78 - $48.2 $1.11 Million - $1.12 Million	-23,183 Reduced 12.36%	164,391 $7.87 Million
Q2 2023 Jul 31, 2023	BUY	$48.06 - $48.89 $597,193 - $607,507	12,426 Added 7.09%	187,574 $9.01 Million
Q1 2023 May 04, 2023	BUY	$47.8 - $49.0 $1.96 Million - $2.01 Million	41,010 Added 30.57%	175,148 $8.55 Million
Q4 2022 Feb 10, 2023	BUY	$47.89 - $48.47 $6.21 Million - $6.29 Million	129,676 Added 2906.23%	134,138 $6.47 Million
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $364,254 - $373,484	-7,565 Reduced 62.9%	4,462 $216,000
Q2 2022 Aug 15, 2022	SELL	$48.73 - $49.59 $139,221 - $141,678	-2,857 Reduced 19.2%	12,027 $592,000
Q1 2022 May 10, 2022	SELL	$49.47 - $50.82 $82,515 - $84,767	-1,668 Reduced 10.08%	14,884 $737,000
Q4 2021 May 10, 2022	BUY	$50.83 - $51.21 $841,338 - $847,627	16,552 New	16,552 $842,000

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History