Ownership history in LOWERY THOMAS, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG). 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 | 710,912 | -3,286 | -0.5% | 13.10% | $23.2M | $32.62 |
| 2025 Q3 | ADDED | 714,198 | +31,504 | +4.6% | 13.16% | $22.8M | $31.88 |
| 2025 Q2 | REDUCED | 682,694 | -11,964 | -1.7% | 12.77% | $19.9M | $29.15 |
| 2025 Q1 | ADDED | 694,658 | +8,612 | +1.3% | 11.90% | $17.4M | $24.97 |
| 2024 Q4 | ADDED | 686,046 | +518,270 | +308.9% | 12.47% | $19.1M | $27.76 |
| 2024 Q3 | ADDED | 167,776 | +5,465 | +3.4% | 11.86% | $17.5M | $25.91 |
| 2024 Q2 | ADDED | 162,311 | +6,819 | +4.4% | 11.94% | $16.4M | $25.06 |
| 2024 Q1 | ADDED | 155,492 | +15,282 | +10.9% | 11.04% | $14.4M | $23.01 |
| 2023 Q4 | ADDED | 140,210 | +19,780 | +16.4% | 9.99% | $11.6M | $20.57 |
| 2023 Q3 | ADDED | 120,430 | +16,349 | +15.7% | 8.37% | $8.8M | $18.00 |
As of 2025 Q4 — sorted by position size