Lowery Thomas LLC
SCHZ icon

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
2026
Q3 		$3.36M Sell
151,840
-7,951
-5% -$181K 1.69% 19
2026
Q2 		$3.7M Sell
159,791
-6,891
-4% -$159K 1.81% 19
2026
Q1 		$3.87M Buy
166,682
+14,114
+9% +$330K 2.21% 15
2025
Q4 		$3.57M Buy
152,568
+15,718
+11% +$369K 2.01% 16
2025
Q3 		$3.21M Buy
136,850
+13,056
+11% +$303K 1.85% 17
2025
Q2 		$2.88M Sell
123,794
-841
-0.7% -$19.3K 1.84% 18
2025
Q1 		$2.89M Sell
124,635
-6,656
-5% -$152K 1.97% 17
2024
Q4 		$2.98M Buy
131,291
+24,567
+23% +$568K 1.94% 18
2024
Q3 		$2.54M Buy
+106,724
New +$2.5M 1.72% 18
2022
Q2 		– Sell
-66,688
Closed -$1.69M – 57
2022
Q1 		$1.69M Sell
66,688
-31,482
-32% -$818K 1.31% 24
2021
Q4 		$2.65M Buy
+98,170
New +$2.65M 1.83% 23

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Rockbridge Investment Management
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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Lowery Thomas LLC's SCHZ Position: Q3 2026 in Review

Lowery Thomas LLC reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 5% in Q3 2026, selling an estimated $181K and leaving 151,840 shares worth $3.36M. The position accounts for 1.69% of the portfolio, ranked #19.

Lowery Thomas LLC first reported a position in SCHZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.87M in Q1 2026. 602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Lowery Thomas LLC held 151,840 shares of Schwab US Aggregate Bond ETF worth $3.36M as of Q3 2026.
  • Lowery Thomas LLC sold 7,951 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $181K.
  • Schwab US Aggregate Bond ETF made up 1.69% of Lowery Thomas LLC's portfolio in Q3 2026, its #19 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • Lowery Thomas LLC's Schwab US Aggregate Bond ETF position peaked at $3.87M in Q1 2026.
  • 602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.