Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History

Lowery Thomas, LLC

$170 Million
Q3 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 128,488 shares of SCHO stock, worth $3.13 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

128,488

Previous 122,232 5.12%

Holding current value

$3.13 Million

Previous $2.98 Million 5.2%

% of portfolio

1.85%

Previous 1.94%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$24.23 - $24.42 $151,582 - $152,771	6,256 Added 5.12%	128,488 $3.14 Million
Q2 2025 Jul 18, 2025	SELL	$24.19 - $24.45 $67,756 - $68,484	-2,801 Reduced 2.24%	122,232 $2.98 Million
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

707

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Account

Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History