LOWERY THOMAS, LLC SCHA Holdings History
LOWERY THOMAS, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, LOWERY THOMAS, LLC held 17,289.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $437,410.00. This investment constitutes 0.28% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2022Q2. And since then LOWERY THOMAS, LLC has made 10 purchases of SCHA, at an average price of $33.32, for a total of 34,437.00 shares. In addition, there have been 3 sales at an average price of $24.48 for 17,148.00 shares. Based on historical transaction data and SCHA's current price of $26.42, LOWERY THOMAS, LLC's estimated gain on his SCHA holdings is $-270,964.03, reflecting a -23.61% gain to date.
LOWERY THOMAS, LLC SCHA ($26.42) Holding Chart
LOWERY THOMAS, LLC SCHA ($26.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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