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 SHORT-TERM U.S. TREASURY ETF (SCHO). 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 | ADDED | 136,538 | +8,050 | +6.3% | 1.88% | $3.3M | $24.21 |
| 2025 Q3 | ADDED | 128,488 | +6,256 | +5.1% | 1.81% | $3.1M | $23.94 |
| 2025 Q2 | REDUCED | 122,232 | -2,801 | -2.2% | 1.91% | $3.0M | $23.67 |
| 2025 Q1 | REDUCED | 125,033 | -11,010 | -8.1% | 2.08% | $3.0M | $23.39 |
| 2024 Q4 | ADDED | 136,043 | +52,758 | +63.3% | 2.13% | $3.3M | $22.95 |
| 2024 Q3 | REDUCED | 83,285 | -39,401 | -32.1% | 2.77% | $4.1M | $23.05 |
| 2024 Q2 | REDUCED | 122,686 | -6,572 | -5.1% | 4.31% | $5.9M | $22.40 |
| 2024 Q1 | REDUCED | 129,258 | -10,728 | -7.7% | 4.77% | $6.2M | $22.20 |
| 2023 Q4 | REDUCED | 139,986 | -24,405 | -14.8% | 5.82% | $6.8M | $22.14 |
| 2023 Q3 | REDUCED | 164,391 | -23,183 | -12.4% | 7.53% | $7.9M | $21.59 |
As of 2025 Q4 — sorted by position size