Lowery Thomas, LLC Schwab Strategic U.S. Mid Cap Transaction History

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024

A detailed history of Lowery Thomas, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Lowery Thomas, LLC holds 14,362 shares of SCHM stock, worth $415,636. This represents 0.81% of its overall portfolio holdings.

Number of Shares
14,362
Previous 14,326 0.25%
Holding current value
$415,636
Previous $1.11 Million 7.09%
% of portfolio
0.81%
Previous 0.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $2,716 - $2,994
36 Added 0.25%
14,362 $1.19 Million
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $14,532 - $15,588
-192 Reduced 1.32%
14,326 $1.11 Million
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $25,219 - $28,174
346 Added 2.44%
14,518 $1.18 Million
Q4 2023

Feb 05, 2024
BUY
$63.01 - $75.95 $12,665 - $15,265
201 Added 1.44%
14,172 $1.07 Million
Q3 2023

Nov 01, 2023
BUY
$66.75 - $73.98 $23,629 - $26,188
354 Added 2.6%
13,971 $945,000
Q2 2023

Jul 31, 2023
SELL
$65.29 - $71.03 $14,755 - $16,052
-226 Reduced 1.63%
13,617 $967,000
Q1 2023

May 04, 2023
BUY
$64.24 - $73.9 $63,661 - $73,234
991 Added 7.71%
13,843 $939,000
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $35,103 - $40,215
575 Added 4.68%
12,852 $843,000
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $3,388 - $4,060
56 Added 0.46%
12,277 $744,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $342,740 - $429,902
5,627 Added 85.34%
12,221 $767,000
Q1 2022

May 10, 2022
SELL
$70.66 - $80.89 $11,164 - $12,780
-158 Reduced 2.34%
6,594 $500,000
Q4 2021

May 10, 2022
BUY
$76.01 - $83.39 $513,219 - $563,049
6,752 New
6,752 $543,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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