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 VALUE ETF (SCHV). 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 | 221,889 | -1,807 | -0.8% | 3.71% | $6.6M | $29.61 |
| 2025 Q3 | ADDED | 223,696 | +6,847 | +3.2% | 3.76% | $6.5M | $28.95 |
| 2025 Q2 | REDUCED | 216,849 | -2,415 | -1.1% | 3.84% | $6.0M | $27.38 |
| 2025 Q1 | ADDED | 219,264 | +809 | +0.4% | 3.99% | $5.8M | $26.16 |
| 2024 Q4 | ADDED | 218,455 | +145,807 | +200.7% | 3.71% | $5.7M | $25.52 |
| 2024 Q3 | ADDED | 72,648 | +2,046 | +2.9% | 3.96% | $5.8M | $26.07 |
| 2024 Q2 | ADDED | 70,602 | +1,319 | +1.9% | 3.82% | $5.2M | $23.90 |
| 2024 Q1 | REDUCED | 69,283 | -3,837 | -5.2% | 4.03% | $5.3M | $24.37 |
| 2023 Q4 | REDUCED | 73,120 | -9,121 | -11.1% | 4.40% | $5.1M | $22.36 |
| 2023 Q3 | ADDED | 82,241 | +5,174 | +6.7% | 5.07% | $5.3M | $20.42 |
As of 2025 Q4 — sorted by position size