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 122,686 shares of SCHO stock, worth $2.96 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
122,686
Previous 129,258 5.08%
Holding current value
$2.96 Million
Previous $6.23 Million 5.25%
% of portfolio
4.31%
Previous 4.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC and customize your updates to receive the information that matters most to you.

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.