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Litman Gregory Wealth Management LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 5,357 | 5,357 | 280,531,000 | 280,531,000 | $52,367.18 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 0 | -4,507 | 0 | -201,000 | |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 4,507 | 4,507 | 201,000 | 201,000 | $44.60 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 0 | -2,254 | 0 | -256,000 | |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 2,254 | -273 | 256,000 | -7,000 | $113.58 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 2,527 | 2,264 | 263,000 | 0 | $104.08 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 263 | -2,170 | 263,000 | 29,000 | $1,000.00 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 2,433 | 273 | 234,000 | 38,000 | $96.18 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 2,160 | 0 | 196,000 | 22,000 | $90.74 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 2,160 | 0 | 174,000 | 14,000 | $80.56 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 2,160 | 0 | 160,000 | 28,000 | $74.07 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 2,160 | -614 | 132,000 | -81,000 | $61.11 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 2,774 | 2,774 | 213,000 | 213,000 | $76.78 |
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