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

Lowery Thomas, LLC

$147 Million
Q3 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 29,203 shares of SCHX stock, worth $695,031. This represents 1.34% of its overall portfolio holdings.

Number of Shares

29,203

Previous 24,001 21.67%

Holding current value

$695,031

Previous $1.54 Million 28.47%

% of portfolio

1.34%

Previous 1.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$61.11 - $67.85 $317,894 - $352,955	5,202 Added 21.67%	29,203 $1.98 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $414,128 - $457,022	7,055 Added 41.63%	24,001 $1.54 Million
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $245,078 - $274,579	4,423 Added 35.32%	16,946 $1.05 Million
Q4 2023 Feb 05, 2024	BUY	$48.47 - $56.6 $109,009 - $127,293	2,249 Added 21.89%	12,523 $706,000
Q3 2023 Nov 01, 2023	BUY	$50.36 - $54.21 $263,080 - $283,193	5,224 Added 103.45%	10,274 $519,000
Q2 2023 Jul 31, 2023	BUY	$47.67 - $52.37 $240,733 - $264,468	5,050 New	5,050 $264,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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