LOWERY THOMAS, LLC SCHV Holdings History
LOWERY THOMAS, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 219,264.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $5.83 Mil. This investment constitutes 3.99% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 8 purchases of SCHV, at an average price of $41.77, for a total of 245,310.00 shares. In addition, there have been 4 sales at an average price of $66.99 for 26,046.00 shares. Based on historical transaction data and SCHV's current price of $27.96, LOWERY THOMAS, LLC's estimated gain on his SCHV holdings is $-2.37 Mil, reflecting a -23.15% gain to date.
LOWERY THOMAS, LLC SCHV ($27.96) Holding Chart
LOWERY THOMAS, LLC SCHV ($27.96) 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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