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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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