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 $5.92 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

218,455

Previous 72,648 200.7%

Holding current value

$5.92 Million

Previous $5.84 Million 2.45%

% of portfolio

3.73%

Previous 3.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

855

Shares Held

199M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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