Schwab Strategic Tr us aggregate b shares owned by Lowery Thomas
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lowery Thomas
from 13F filings
Historical chart of Lowery Thomas investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Lowery Thomas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 137k | 23.47 |
| 2025-06-30 | $2.9M | 124k | 23.24 |
| 2025-03-31 | $2.9M | 125k | 23.16 |
| 2024-12-31 | $3.0M | 131k | 22.70 |
| 2024-09-30 | $2.5M | 53k | 47.52 |
| 2022-03-31 | $1.7M | 33k | 50.56 |
| 2021-12-31 | $2.6M | 49k | 53.91 |
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