Lowery Thomas LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
682,694
-11,964
| -2% | -$349K | 12.77% | 1 |
|
|
2025
Q1 | $17.4M | Buy |
694,658
+8,612
| +1% | +$216K | 11.9% | 1 |
|
|
2024
Q4 | $19.1M | Buy |
686,046
+14,942
| +2% | +$416K | 12.47% | 1 |
|
|
2024
Q3 | $17.5M | Buy |
671,104
+21,860
| +3% | +$569K | 11.86% | 1 |
|
|
2024
Q2 | $16.4M | Buy |
649,244
+27,276
| +4% | +$688K | 11.94% | 1 |
|
|
2024
Q1 | $14.4M | Buy |
621,968
+61,128
| +11% | +$1.42M | 11.04% | 1 |
|
|
2023
Q4 | $11.6M | Buy |
560,840
+79,120
| +16% | +$1.64M | 9.99% | 1 |
|
|
2023
Q3 | $8.76M | Buy |
481,720
+65,396
| +16% | +$1.19M | 8.37% | 2 |
|
|
2023
Q2 | $7.8M | Buy |
416,324
+7,708
| +2% | +$144K | 7.67% | 3 |
|
|
2023
Q1 | $6.66M | Sell |
408,616
-3,332
| -0.8% | -$54.3K | 7.34% | 3 |
|
|
2022
Q4 | $5.72M | Buy |
411,948
+95,508
| +30% | +$1.33M | 6.87% | 3 |
|
|
2022
Q3 | $4.42M | Buy |
316,440
+30,888
| +11% | +$431K | 5.16% | 6 |
|
|
2022
Q2 | $4.14M | Buy |
285,552
+68,376
| +31% | +$991K | 3.96% | 9 |
|
|
2022
Q1 | $4.06M | Sell |
217,176
-5,376
| -2% | -$101K | 3.15% | 14 |
|
|
2021
Q4 | $4.56M | Buy |
+222,552
| New | +$4.56M | 3.14% | 11 |
|