Ownership history in LOWERY THOMAS, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF (FNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 366,970 | -4,895 | -1.3% | 5.64% | $10.0M | $27.21 |
| 2025 Q3 | ADDED | 371,865 | +20,596 | +5.9% | 5.65% | $9.8M | $26.18 |
| 2025 Q2 | REDUCED | 351,269 | -12,205 | -3.4% | 5.52% | $8.6M | $24.33 |
| 2025 Q1 | ADDED | 363,474 | +325 | +0.1% | 5.87% | $8.6M | $23.30 |
| 2024 Q4 | ADDED | 363,149 | +246,511 | +211.3% | 5.61% | $8.6M | $23.27 |
| 2024 Q3 | ADDED | 116,638 | +7,865 | +7.2% | 5.68% | $8.4M | $23.39 |
| 2024 Q2 | ADDED | 108,773 | +3,823 | +3.6% | 5.32% | $7.3M | $21.74 |
| 2024 Q1 | ADDED | 104,950 | +8,039 | +8.3% | 5.41% | $7.1M | $21.77 |
| 2023 Q4 | ADDED | 96,911 | +8,191 | +9.2% | 5.15% | $6.0M | $19.93 |
| 2023 Q3 | ADDED | 88,720 | +3,491 | +4.1% | 4.75% | $5.0M | $17.91 |
As of 2025 Q4 — sorted by position size