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 $690,650. This represents 1.34% of its overall portfolio holdings.
Number of Shares
29,203
Previous 24,001
21.67%
Holding current value
$690,650
Previous $1.54 Million
28.47%
% of portfolio
1.34%
Previous 1.13%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio