Ownership history in LOWERY THOMAS, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in SCHWAB STRATEGIC TR (SCHX). 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 | 97,559 | +3,600 | +3.8% | 1.48% | $2.6M | $26.91 |
| 2025 Q3 | REDUCED | 93,959 | -418 | -0.4% | 1.43% | $2.5M | $26.26 |
| 2025 Q2 | REDUCED | 94,377 | -7,224 | -7.1% | 1.48% | $2.3M | $24.30 |
| 2025 Q1 | ADDED | 101,601 | +2,531 | +2.6% | 1.53% | $2.2M | $21.89 |
| 2024 Q4 | ADDED | 99,070 | +69,867 | +239.2% | 1.50% | $2.3M | $22.91 |
| 2024 Q3 | ADDED | 29,203 | +5,202 | +21.7% | 1.34% | $2.0M | $22.28 |
| 2024 Q2 | ADDED | 24,001 | +7,055 | +41.6% | 1.13% | $1.5M | $21.03 |
| 2024 Q1 | ADDED | 16,946 | +4,423 | +35.3% | 0.81% | $1.1M | $20.25 |
| 2023 Q4 | ADDED | 12,523 | +2,249 | +21.9% | 0.61% | $706K | $18.35 |
| 2023 Q3 | ADDED | 10,274 | +5,224 | +103.4% | 0.50% | $520K | $16.39 |
As of 2025 Q4 — sorted by position size