Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History

Lowery Thomas, LLC

  • $131 Million
  • Q1 2024

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 129,258 shares of SCHO stock, worth $6.22 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
129,258
Previous 139,986 7.66%
Holding current value
$6.22 Million
Previous $6.78 Million 8.12%
% of portfolio
4.77%
Previous 5.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $6.21 Million - $6.29 Million
129,676 Added 2906.23%
134,138 $6.47 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-7,565 Reduced 62.9%
4,462 $216,000
Q2 2022

Aug 15, 2022
SELL
N/A
-2,857 Reduced 19.2%
12,027 $592,000
Q1 2022

May 10, 2022
SELL
N/A
-1,668 Reduced 10.08%
14,884 $737,000
Q4 2021

May 10, 2022
BUY
N/A
16,552 New
16,552 $842,000

Others Institutions Holding SCHO

# of Institutions
612
Shares Held
168M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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