Lowery Thomas LLC’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Lowery Thomas LLC’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.88M	Sell
2025 Q1	$2.89M	Sell
2024 Q4	$2.98M	Buy
2024 Q3	$2.54M	Buy
2022 Q2	–	Sell
2022 Q1	$1.69M	Sell
2021 Q4	$2.65M	Buy