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KCM INVESTMENT ADVISORS LLC
> SCHX
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | SCHWAB US LC ETF | SCHX | 11,998 | -46,339 | 628,360,000 | -2,193,400,000 | $52,372.06 |
03/31/2023 | SCHWAB US LC ETF | SCHX | 58,337 | 43,782 | 2,821,760,000 | 2,821,103,000 | $48,369.99 |
12/31/2022 | SCHWAB US LC ETF | SCHX | 14,555 | -9,685 | 657,000 | -370,000 | $45.14 |
09/30/2022 | SCHWAB US LC ETF | SCHX | 24,240 | 4,944 | 1,027,000 | 165,000 | $42.37 |
06/30/2022 | SCHWAB US LC ETF | SCHX | 19,296 | -2,180 | 862,000 | -294,000 | $44.67 |
03/31/2022 | SCHWAB US LC ETF | SCHX | 21,476 | 11,752 | 1,156,000 | 144,000 | $53.83 |
09/30/2021 | SCHWAB US LC ETF | SCHX | 9,724 | -325 | 1,012,000 | -33,000 | $104.07 |
06/30/2021 | SCHWAB US LC ETF | SCHX | 10,049 | -1,721 | 1,045,000 | -85,000 | $103.99 |
03/31/2021 | SCHWAB US LC ETF | SCHX | 11,770 | 164 | 1,130,000 | 74,000 | $96.01 |
12/31/2020 | SCHWAB US LC ETF | SCHX | 11,606 | -12,797 | 1,056,000 | -753,000 | $90.99 |
06/30/2020 | SCHWAB US LC ETF | SCHX | 24,403 | 14,023 | 1,809,000 | 1,173,000 | $74.13 |
03/31/2020 | SCHWAB US LC ETF | SCHX | 10,380 | -43 | 636,000 | -165,000 | $61.27 |
12/31/2019 | SCHWAB US LC ETF | SCHX | 10,423 | 1,873 | 801,000 | 195,000 | $76.85 |
09/30/2019 | SCHWAB US LC ETF | SCHX | 8,550 | 0 | 606,000 | 6,000 | $70.88 |
06/30/2019 | SCHWAB US LC ETF | SCHX | 8,550 | 80 | 600,000 | 27,000 | $70.18 |
03/31/2019 | SCHWAB US LC ETF | SCHX | 8,470 | 21 | 573,000 | 69,000 | $67.65 |
12/31/2018 | SCHWAB US LC ETF | SCHX | 8,449 | -24,510 | 504,000 | 501,707 | $59.65 |
09/30/2018 | SCHWAB US LC ETF | SCHX | 32,959 | 942 | 2,293 | -2,078,707 | $0.07 |
06/30/2018 | SCHWAB US LC ETF | SCHX | 32,017 | 0 | 2,081,000 | 61,000 | $65.00 |
03/31/2018 | SCHWAB US LC ETF | SCHX | 32,017 | -48 | 2,020,000 | -25,000 | $63.09 |
12/31/2017 | SCHWAB US LC ETF | SCHX | 32,065 | -3,605 | 2,045,000 | -97,000 | $63.78 |
09/30/2017 | SCHWAB US LC ETF | SCHX | 35,670 | 130 | 2,142,000 | 89,000 | $60.05 |
06/30/2017 | SCHWAB US LC ETF | SCHX | 35,540 | -198 | 2,053,000 | 42,000 | $57.77 |
03/31/2017 | SCHWAB US LC ETF | SCHX | 35,738 | 35,738 | 2,011,000 | 2,011,000 | $56.27 |
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