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

Lowery Thomas, LLC

  • $137 Million
  • Q2 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 24,001 shares of SCHX stock, worth $561,383. This represents 1.13% of its overall portfolio holdings.

Number of Shares
24,001
Previous 16,946 41.63%
Holding current value
$561,383
Previous $1.05 Million 46.72%
% of portfolio
1.13%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,335
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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