Lowery Thomas LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
94,377
-7,224
| -7% | -$177K | 1.48% | 23 |
|
|
2025
Q1 | $2.24M | Buy |
101,601
+2,531
| +3% | +$55.8K | 1.53% | 22 |
|
|
2024
Q4 | $2.3M | Buy |
99,070
+11,461
| +13% | +$266K | 1.5% | 22 |
|
|
2024
Q3 | $1.98M | Buy |
87,609
+15,606
| +22% | +$353K | 1.34% | 22 |
|
|
2024
Q2 | $1.54M | Buy |
72,003
+21,165
| +42% | +$453K | 1.13% | 22 |
|
|
2024
Q1 | $1.05M | Buy |
50,838
+13,269
| +35% | +$274K | 0.81% | 26 |
|
|
2023
Q4 | $706K | Buy |
37,569
+6,747
| +22% | +$127K | 0.61% | 32 |
|
|
2023
Q3 | $520K | Buy |
30,822
+15,672
| +103% | +$264K | 0.5% | 37 |
|
|
2023
Q2 | $264K | Buy |
+15,150
| New | +$264K | 0.26% | 43 |
|