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LOWERY THOMAS, LLC: SCHX position timeline

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

LOWERY THOMAS, LLC held 109,537 SCHX 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 109,537 shares
    Change vs previous 13F +7,885 shares

    1.57% of the 13F portfolio, value $3,222,275.

    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 101,652 shares
    Change vs previous 13F +4,093 shares

    1.49% of the 13F portfolio, value $2,601,846.

    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 97,559 shares
    Change vs previous 13F +3,600 shares

    1.48% of the 13F portfolio, value $2,625,326.

    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 93,959 shares
    Change vs previous 13F -418 shares

    1.43% of the 13F portfolio, value $2,474,872.

    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 94,377 shares
    Change vs previous 13F -7,224 shares

    1.48% of the 13F portfolio, value $2,306,574.

    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 101,601 shares
    Change vs previous 13F +2,531 shares

    1.53% of the 13F portfolio, value $2,241,293.

    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 99,070 shares
    Change vs previous 13F +69,867 shares

    1.5% of the 13F portfolio, value $2,296,446.

    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 29,203 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,980,069.

    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).