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Lowery Thomas LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lowery Thomas LLC’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Buy
109,537
+7,885
+8% +$225K 1.57% 21
2026
Q1 		$2.6M Buy
101,652
+4,093
+4% +$110K 1.49% 24
2025
Q4 		$2.63M Buy
97,559
+3,600
+4% +$96.1K 1.48% 23
2025
Q3 		$2.47M Sell
93,959
-418
-0.4% -$10.6K 1.43% 23
2025
Q2 		$2.31M Sell
94,377
-7,224
-7% -$163K 1.48% 23
2025
Q1 		$2.24M Buy
101,601
+2,531
+3% +$58.9K 1.53% 22
2024
Q4 		$2.3M Buy
99,070
+11,461
+13% +$267K 1.5% 22
2024
Q3 		$1.98M Buy
87,609
+15,606
+22% +$340K 1.34% 22
2024
Q2 		$1.54M Buy
72,003
+21,165
+42% +$437K 1.13% 22
2024
Q1 		$1.05M Buy
50,838
+13,269
+35% +$261K 0.81% 26
2023
Q4 		$706K Buy
37,569
+6,747
+22% +$118K 0.61% 32
2023
Q3 		$520K Buy
30,822
+15,672
+103% +$275K 0.5% 37
2023
Q2 		$264K Buy
+15,150
New +$250K 0.26% 43

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Lowery Thomas LLC's SCHX Position: Q2 2026 in Review

Lowery Thomas LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 7.8% in Q2 2026, buying an estimated $225K and bringing the position to 109,537 shares worth $3.22M. The position accounts for 1.57% of the portfolio, ranked #21.

Lowery Thomas LLC first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lowery Thomas LLC held 109,537 shares of Schwab US Large- Cap ETF worth $3.22M as of Q2 2026.
  • Lowery Thomas LLC bought 7,885 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $225K.
  • Schwab US Large- Cap ETF made up 1.57% of Lowery Thomas LLC's portfolio in Q2 2026, its #21 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.