Lowery Thomas, LLC Schwab Short Term Us Treasury Transaction History

Lowery Thomas, LLC

  • $147 Million
  • Q3 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 83,285 shares of SCHO stock, worth $2.01 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
83,285
Previous 122,686 32.12%
Holding current value
$2.01 Million
Previous $5.9 Million 30.91%
% of portfolio
2.77%
Previous 4.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
621
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email