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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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All positions including Schwab Strategic Tr us aggregate b held by Lowery Thomas consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $2.5M 53k 47.52
2022-03-31 $1.7M 33k 50.56
2021-12-31 $2.6M 49k 53.91

More positions owned by Lowery Thomas

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 2000 Grw Etf (IWO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Lowery Thomas

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b