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LOWERY THOMAS, LLC: SCHZ position timeline

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

LOWERY THOMAS, LLC held 159,791 SCHZ 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 159,791 shares
    Change vs previous 13F -6,891 shares

    1.81% of the 13F portfolio, value $3,695,958.

    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 166,682 shares
    Change vs previous 13F +14,114 shares

    2.21% of the 13F portfolio, value $3,870,345.

    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 152,568 shares
    Change vs previous 13F +15,718 shares

    2.01% of the 13F portfolio, value $3,565,516.

    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 136,850 shares
    Change vs previous 13F +13,056 shares

    1.85% of the 13F portfolio, value $3,211,879.

    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 123,794 shares
    Change vs previous 13F -841 shares

    1.84% of the 13F portfolio, value $2,876,964.

    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 124,635 shares
    Change vs previous 13F -6,656 shares

    1.97% of the 13F portfolio, value $2,886,535.

    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 131,291 shares
    Change vs previous 13F +77,929 shares

    1.94% of the 13F portfolio, value $2,980,307.

    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 53,362 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,535,760.

    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).