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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lowery Thomas LLC's SCHX Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q1 2026, buying an estimated $110K and bringing the position to 101,652 shares worth $2.6M. The position accounts for 1.49% of the portfolio, ranked #24.

Lowery Thomas LLC first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Lowery Thomas LLC held 101,652 shares of Schwab US Large- Cap ETF worth $2.6M as of Q1 2026.
Lowery Thomas LLC bought 4,093 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $110K.
Schwab US Large- Cap ETF made up 1.49% of Lowery Thomas LLC's portfolio in Q1 2026, its #24 holding.
Lowery Thomas LLC first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Lowery Thomas LLC's Schwab US Large- Cap ETF position peaked at $2.63M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.