Lowery Thomas, LLC Schwab Us Aggregate Bond ETF Transaction History

Lowery Thomas, LLC

$154 Million
Q2 2025

A detailed history of Lowery Thomas, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Lowery Thomas, LLC holds 123,794 shares of SCHZ stock, worth $2.91 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

123,794

Previous 124,635 0.67%

Holding current value

$2.91 Million

Previous $2.89 Million 0.73%

% of portfolio

1.87%

Previous 2.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$22.68 - $23.28 $19,073 - $19,578	-841 Reduced 0.67%	123,794 $2.87 Million
Q1 2025 May 05, 2025	SELL	$22.46 - $23.26 $149,493 - $154,818	-6,656 Reduced 5.07%	124,635 $2.89 Million
Q4 2024 Feb 07, 2025	BUY	$22.63 - $47.53 $1.76 Million - $3.7 Million	77,929 Added 146.04%	131,291 $2.98 Million
Q3 2024 Nov 08, 2024	BUY	$45.2 - $47.87 $2.41 Million - $2.55 Million	53,362 New	53,362 $2.54 Million
Q2 2022 Aug 15, 2022	SELL	$46.62 - $50.36 $1.55 Million - $1.68 Million	-33,344 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$50.05 - $53.52 $787,837 - $842,458	-15,741 Reduced 32.07%	33,344 $1.69 Million
Q4 2021 May 10, 2022	BUY	$53.63 - $54.52 $2.63 Million - $2.68 Million	49,085 New	49,085 $2.65 Million

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Account

Lowery Thomas, LLC Schwab Us Aggregate Bond ETF Transaction History