Lowery Thomas LLC’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
216,849
-2,415
| -1% | -$66.8K | 3.84% | 8 |
|
|
2025
Q1 | $5.83M | Buy |
219,264
+809
| +0.4% | +$21.5K | 3.99% | 7 |
|
|
2024
Q4 | $5.7M | Buy |
218,455
+511
| +0.2% | +$13.3K | 3.71% | 7 |
|
|
2024
Q3 | $5.84M | Buy |
217,944
+6,138
| +3% | +$164K | 3.96% | 7 |
|
|
2024
Q2 | $5.23M | Buy |
211,806
+3,957
| +2% | +$97.7K | 3.82% | 10 |
|
|
2024
Q1 | $5.26M | Sell |
207,849
-11,511
| -5% | -$292K | 4.03% | 9 |
|
|
2023
Q4 | $5.13M | Sell |
219,360
-27,363
| -11% | -$639K | 4.4% | 9 |
|
|
2023
Q3 | $5.3M | Buy |
246,723
+15,522
| +7% | +$334K | 5.07% | 6 |
|
|
2023
Q2 | $5.17M | Buy |
231,201
+7,386
| +3% | +$165K | 5.08% | 6 |
|
|
2023
Q1 | $4.89M | Sell |
223,815
-29,646
| -12% | -$648K | 5.39% | 5 |
|
|
2022
Q4 | $5.58M | Buy |
253,461
+143,127
| +130% | +$3.15M | 6.7% | 4 |
|
|
2022
Q3 | $2.15M | Buy |
110,334
+40,119
| +57% | +$782K | 2.52% | 15 |
|
|
2022
Q2 | $1.46M | Sell |
70,215
-9,618
| -12% | -$200K | 1.4% | 23 |
|
|
2022
Q1 | $1.9M | Buy |
79,833
+26,613
| +50% | +$633K | 1.47% | 23 |
|
|
2021
Q4 | $1.3M | Buy |
+53,220
| New | +$1.3M | 0.9% | 31 |
|