News + Filings Holdings
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Robertson Stephens Wealth Management, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 0 | -5,229 | 0 | -252,945,000 | |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 5,229 | 5,229 | 252,945,000 | 252,945,000 | $48,373.49 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 0 | -5,608 | 0 | -237,000 | |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 5,608 | -7,689 | 237,000 | -356,000 | $42.26 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 13,297 | 7,958 | 593,000 | 306,000 | $44.60 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 5,339 | 3,219 | 287,000 | 67,000 | $53.76 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 2,120 | -145 | 220,000 | -15,000 | $103.77 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 2,265 | -112 | 235,000 | 7,000 | $103.75 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 2,377 | -550 | 228,000 | -38,000 | $95.92 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 2,927 | -247 | 266,000 | 11,000 | $90.88 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 3,174 | 3,174 | 255,000 | 255,000 | $80.34 |
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