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Disclosery

LOWERY THOMAS, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWERY THOMAS, LLC on SCHG, newest first. How the timeline and the estimate are built.

LOWERY THOMAS, LLC held 737,508 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 737,508 shares
    Change vs previous 13F +4,743 shares

    12.19% of the 13F portfolio, value $24,951,810.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 732,765 shares
    Change vs previous 13F +21,853 shares

    12.2% of the 13F portfolio, value $21,328,598.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 710,912 shares
    Change vs previous 13F -3,286 shares

    13.1% of the 13F portfolio, value $23,189,952.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 714,198 shares
    Change vs previous 13F +31,504 shares

    13.16% of the 13F portfolio, value $22,790,061.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 682,694 shares
    Change vs previous 13F -11,964 shares

    12.77% of the 13F portfolio, value $19,941,481.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 694,658 shares
    Change vs previous 13F +8,612 shares

    11.9% of the 13F portfolio, value $17,393,912.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 686,046 shares
    Change vs previous 13F +518,270 shares

    12.47% of the 13F portfolio, value $19,120,112.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 167,776 shares
    Change vs previous 13F not available

    11.86% of the 13F portfolio, value $17,476,841.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).