LOWERY THOMAS, LLC SCHG Holdings History
LOWERY THOMAS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 694,658.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $17.39 Mil. This investment constitutes 11.9% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 11 purchases of SCHG, at an average price of $36.91, for a total of 696,835.00 shares. In addition, there have been 1 sales at an average price of $68.20 for 2,177.00 shares. Based on historical transaction data and SCHG's current price of $29.18, LOWERY THOMAS, LLC's estimated gain on his SCHG holdings is $-5.30 Mil, reflecting a -20.62% gain to date.
LOWERY THOMAS, LLC SCHG ($29.18) Holding Chart
LOWERY THOMAS, LLC SCHG ($29.18) 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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