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

Lowery Thomas, LLC

  • $153 Million
  • Q4 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 218,455 shares of SCHV stock, worth $5.69 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
218,455
Previous 72,648 200.7%
Holding current value
$5.69 Million
Previous $5.84 Million 2.45%
% of portfolio
3.73%
Previous 3.96%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.79 - $80.4 $3.76 Million - $11.7 Million
145,807 Added 200.7%
218,455 $5.7 Million
Q3 2024

Nov 08, 2024
BUY
$73.43 - $80.37 $150,237 - $164,437
2,046 Added 2.9%
72,648 $5.84 Million
Q2 2024

Aug 02, 2024
BUY
$71.74 - $75.86 $94,625 - $100,059
1,319 Added 1.9%
70,602 $5.23 Million
Q1 2024

May 10, 2024
SELL
$68.82 - $75.98 $264,062 - $291,535
-3,837 Reduced 5.25%
69,283 $5.26 Million
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $557,840 - $640,659
-9,121 Reduced 11.09%
73,120 $5.13 Million
Q3 2023

Nov 01, 2023
BUY
$64.45 - $69.39 $333,464 - $359,023
5,174 Added 6.71%
82,241 $5.3 Million
Q2 2023

Jul 31, 2023
BUY
$63.33 - $67.21 $155,918 - $165,471
2,462 Added 3.3%
77,067 $5.17 Million
Q1 2023

May 04, 2023
SELL
$62.59 - $69.3 $618,514 - $684,822
-9,882 Reduced 11.7%
74,605 $4.89 Million
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $2.82 Million - $3.3 Million
47,709 Added 129.72%
84,487 $5.58 Million
Q3 2022

Nov 14, 2022
BUY
$58.51 - $69.02 $782,454 - $923,004
13,373 Added 57.14%
36,778 $2.15 Million
Q2 2022

Aug 15, 2022
SELL
$60.93 - $72.3 $195,341 - $231,793
-3,206 Reduced 12.05%
23,405 $1.46 Million
Q1 2022

May 10, 2022
BUY
$67.71 - $74.19 $600,655 - $658,139
8,871 Added 50.01%
26,611 $1.9 Million
Q4 2021

May 10, 2022
BUY
$67.9 - $73.3 $1.2 Million - $1.3 Million
17,740 New
17,740 $1.3 Million

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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More about SCHV
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