Lowery Thomas LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
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|
2025
Q1 | $17.4M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $14.4M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $8.76M | Buy |
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|
2023
Q2 | $7.8M | Buy |
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|
2023
Q1 | $6.66M | Sell |
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|
2022
Q4 | $5.72M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $4.55M | Buy |
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