Lowery Thomas LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
17,289
-15,770
| -48% | -$399K | 0.28% | 46 |
|
|
2025
Q1 | $775K | Sell |
33,059
-821
| -2% | -$19.2K | 0.53% | 37 |
|
|
2024
Q4 | $876K | Buy |
33,880
+572
| +2% | +$14.8K | 0.57% | 35 |
|
|
2024
Q3 | $858K | Buy |
33,308
+624
| +2% | +$16.1K | 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% | -$27.4K | 0.61% | 30 |
|
|
2023
Q4 | $797K | Buy |
33,730
+1,952
| +6% | +$46.1K | 0.68% | 29 |
|
|
2023
Q3 | $658K | Buy |
31,778
+368
| +1% | +$7.62K | 0.63% | 32 |
|
|
2023
Q2 | $688K | Buy |
31,410
+4,066
| +15% | +$89K | 0.68% | 29 |
|
|
2023
Q1 | $573K | Buy |
27,344
+832
| +3% | +$17.4K | 0.63% | 30 |
|
|
2022
Q4 | $537K | Buy |
26,512
+2,672
| +11% | +$54.1K | 0.64% | 27 |
|
|
2022
Q3 | $451K | Buy |
23,840
+11,078
| +87% | +$210K | 0.53% | 34 |
|
|
2022
Q2 | $249K | Buy |
+12,762
| New | +$249K | 0.24% | 42 |
|