Lowery Thomas, LLC Schwab Strategic Tr Us Large C Transaction History

Lowery Thomas, LLC

$131 Million
Q1 2024

A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lowery Thomas, LLC holds 69,283 shares of SCHV stock, worth $5.13 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

69,283

Previous 73,120 5.25%

Holding current value

$5.13 Million

Previous $5.13 Million 2.71%

% of portfolio

4.03%

Previous 4.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$68.82 - $75.98 $264,062 - $291,535	-3,837 Reduced 5.25%	69,283 $5.26 Million
Q4 2023 Feb 05, 2024	SELL	$61.16 - $70.24 $557,840 - $640,659	-9,121 Reduced 11.09%	73,120 $5.13 Million
Q3 2023 Nov 01, 2023	BUY	$64.45 - $69.39 $333,464 - $359,023	5,174 Added 6.71%	82,241 $5.3 Million
Q2 2023 Jul 31, 2023	BUY	$63.33 - $67.21 $155,918 - $165,471	2,462 Added 3.3%	77,067 $5.17 Million
Q1 2023 May 04, 2023	SELL	$62.59 - $69.3 $618,514 - $684,822	-9,882 Reduced 11.7%	74,605 $4.89 Million

Q4 2022 Feb 10, 2023	BUY	$64.27 - $69.24 $3.07 Million - $3.3 Million	47,709 Added 129.72%	84,487 $5.58 Million
Q3 2022 Nov 14, 2022	BUY	N/A	13,373 Added 57.14%	36,778 $2.15 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-3,206 Reduced 12.05%	23,405 $1.46 Million
Q1 2022 May 10, 2022	BUY	N/A	8,871 Added 50.01%	26,611 $1.9 Million
Q4 2021 May 10, 2022	BUY	N/A	17,740 New	17,740 $1.3 Million

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Lowery Thomas, LLC Schwab Strategic Tr Us Large C Transaction History