LOWERY THOMAS, LLC: SCHV position timeline

LOWERY THOMAS, LLC held 231,838 SCHV 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 231,838 shares

   Change vs previous 13F +3,066 shares

   3.94% of the 13F portfolio, value $8,070,282.

   13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 228,772 shares

   Change vs previous 13F +6,883 shares

   3.99% of the 13F portfolio, value $6,977,558.

   13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 221,889 shares

   Change vs previous 13F -1,807 shares

   3.71% of the 13F portfolio, value $6,570,141.

   13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 223,696 shares

   Change vs previous 13F +6,847 shares

   3.76% of the 13F portfolio, value $6,511,790.

   13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 216,849 shares

   Change vs previous 13F -2,415 shares

   3.84% of the 13F portfolio, value $6,000,214.

   13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 219,264 shares

   Change vs previous 13F +809 shares

   3.99% of the 13F portfolio, value $5,828,039.

   13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 218,455 shares

   Change vs previous 13F +145,807 shares

   3.71% of the 13F portfolio, value $5,695,112.

   13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 72,648 shares

   Change vs previous 13F not available

   3.96% of the 13F portfolio, value $5,838,730.

   13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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