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

Lowery Thomas, LLC

$144 Million
Q1 2025

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 101,601 shares of SCHX stock, worth $2.37 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

101,601

Previous 99,070 2.55%

Holding current value

$2.37 Million

Previous $2.3 Million 2.31%

% of portfolio

1.56%

Previous 1.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$21.75 - $24.28 $55,049 - $61,452	2,531 Added 2.55%	101,601 $2.24 Million
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $1.57 Million - $4.77 Million	69,867 Added 239.25%	99,070 $2.3 Million
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

1,498

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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