News + Filings Holdings
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Robertson Stephens Wealth Management, LLC
> SCHM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 0 | -4,662 | 0 | -316,293,000 | |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHM | 4,662 | 20 | 316,293,000 | 11,706,000 | $67,844.92 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHM | 4,642 | 2 | 304,587,000 | 304,307,000 | $65,615.47 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 4,640 | 4,640 | 280,000 | 280,000 | $60.34 |
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