News + Filings Holdings
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Pinion Investment Advisors, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 69,227 | -2,736 | 3,625,419,000 | 3,621,938,000 | $52,370.01 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 71,963 | -2,921 | 3,481,000 | 100,000 | $48.37 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 74,884 | -3,317 | 3,381,000 | 69,000 | $45.15 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 78,201 | 6,189 | 3,312,000 | 96,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 72,012 | -2,737 | 3,216,000 | -809,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 74,749 | 36,324 | 4,025,000 | -349,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 36,651 | 0 | 3,813,000 | 0 | $104.04 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 36,651 | 446 | 3,813,000 | 49,000 | $104.04 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 36,205 | 677 | 3,764,000 | 352,000 | $103.96 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 35,528 | 3,100 | 3,412,000 | 463,000 | $96.04 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 32,428 | 6,224 | 2,949,000 | 1,007,000 | $90.94 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 26,204 | 0 | 1,942,000 | 0 | $74.11 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 26,204 | 5,863 | 1,942,000 | 696,000 | $74.11 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 20,341 | -1,547 | 1,246,000 | -435,000 | $61.26 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 21,888 | 1,493 | 1,681,000 | 234,000 | $76.80 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 20,395 | 3,460 | 1,447,000 | 258,000 | $70.95 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 16,935 | 5,387 | 1,189,000 | 408,000 | $70.21 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 11,548 | 7,982 | 781,000 | 568,000 | $67.63 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 3,566 | 3,566 | 213,000 | 213,000 | $59.73 |
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