Lowery Thomas LLC
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Lowery Thomas LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lowery Thomas LLC’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$744K Buy
22,788
+194
+0.9% +$6.64K 0.38% 43
2026
Q2 		$816K Sell
22,594
-753
-3% -$24.9K 0.4% 42
2026
Q1 		$679K Buy
23,347
+1,830
+9% +$54.9K 0.39% 41
2025
Q4 		$613K Buy
21,517
+865
+4% +$24.4K 0.35% 42
2025
Q3 		$576K Buy
20,652
+3,363
+19% +$89.9K 0.33% 43
2025
Q2 		$437K Sell
17,289
-15,770
-48% -$373K 0.28% 46
2025
Q1 		$775K Sell
33,059
-821
-2% -$20.9K 0.53% 37
2024
Q4 		$876K Buy
33,880
+572
+2% +$15.2K 0.57% 35
2024
Q3 		$858K Buy
33,308
+624
+2% +$15.5K 0.58% 35
2024
Q2 		$775K Buy
32,684
+68
+0.2% +$1.61K 0.57% 32
2024
Q1 		$803K Sell
32,616
-1,114
-3% -$26.1K 0.61% 30
2023
Q4 		$797K Buy
33,730
+1,952
+6% +$41.1K 0.68% 29
2023
Q3 		$658K Buy
31,778
+368
+1% +$8.08K 0.63% 32
2023
Q2 		$688K Buy
31,410
+4,066
+15% +$84.7K 0.68% 29
2023
Q1 		$573K Buy
27,344
+832
+3% +$17.9K 0.63% 30
2022
Q4 		$537K Buy
26,512
+2,672
+11% +$54.8K 0.64% 27
2022
Q3 		$451K Buy
23,840
+11,078
+87% +$232K 0.53% 34
2022
Q2 		$249K Buy
+12,762
New +$273K 0.24% 42

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lowery Thomas LLC's SCHA Position: Q3 2026 in Review

Lowery Thomas LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.86% in Q3 2026, buying an estimated $6.64K and bringing the position to 22,788 shares worth $744K. The position accounts for 0.38% of the portfolio, ranked #43.

Lowery Thomas LLC first reported a position in SCHA in Q2 2022 and has held it in 18 quarters since. The position peaked at $876K in Q4 2024. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Lowery Thomas LLC held 22,788 shares of Schwab U.S Small- Cap ETF worth $744K as of Q3 2026.
  • Lowery Thomas LLC bought 194 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $6.64K.
  • Schwab U.S Small- Cap ETF made up 0.38% of Lowery Thomas LLC's portfolio in Q3 2026, its #43 holding.
  • Lowery Thomas LLC first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Schwab U.S Small- Cap ETF position peaked at $876K in Q4 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.