Lowery Thomas, LLC Schwab Us Aggregate Bond ETF Transaction History

Lowery Thomas, LLC

  • $153 Million
  • Q4 2024

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 131,291 shares of SCHZ stock, worth $3.01 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
131,291
Previous 53,362 146.04%
Holding current value
$3.01 Million
Previous $2.54 Million 17.55%
% of portfolio
1.95%
Previous 1.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
673
Shares Held
161M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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