Lowery Thomas LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $775K | Sell |
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $775K | Buy |
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|
2024
Q1 | $803K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $249K | Buy |
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