News + Filings Holdings
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FIRST FOUNDATION ADVISORS
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 37,833 | 14,959 | 1,981,318,000 | 874,926,000 | $52,370.10 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 22,874 | -24,956 | 1,106,392,000 | -1,053,145,000 | $48,368.98 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 47,830 | -13,227 | 2,159,537,000 | 2,156,951,000 | $45,150.26 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 61,057 | 411 | 2,586,000 | -122,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 60,646 | -1,187 | 2,708,000 | -622,000 | $44.65 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 61,833 | 36,427 | 3,330,000 | 438,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 25,406 | 3,406 | 2,892,000 | 603,000 | $113.83 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 22,000 | 202 | 2,289,000 | 23,000 | $104.05 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 21,798 | 798 | 2,266,000 | 249,000 | $103.95 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 21,000 | 16,127 | 2,017,000 | 1,574,000 | $96.05 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 4,873 | 544 | 443,000 | 94,000 | $90.91 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 4,329 | 190 | 349,000 | 42,000 | $80.62 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 4,139 | -17,543 | 307,000 | -1,021,000 | $74.17 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 21,682 | 17,647 | 1,328,000 | 1,018,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 4,035 | 4,035 | 310,000 | 310,000 | $76.83 |
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