News + Filings Holdings
|
RKL Wealth Management LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 1,553,863 | 80,606 | 81,375,815,000 | 14,858,235,000 | $52,370.01 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 1,473,257 | 105,014 | 66,517,580,000 | 66,459,635,000 | $45,150.02 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 1,368,243 | 50,932 | 57,945,000 | -886,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 1,317,311 | 32,472 | 58,831,000 | -10,358,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 1,284,839 | 651,066 | 69,189,000 | -2,947,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 633,773 | 6,634 | 72,136,000 | 6,895,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 627,139 | 8,822 | 65,241,000 | 955,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 618,317 | -246 | 64,286,000 | 4,885,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 618,563 | -11,531 | 59,401,000 | 2,094,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 630,094 | -8,154 | 57,307,000 | 5,845,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 638,248 | 8,290 | 51,462,000 | 4,782,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 629,958 | 6,845 | 46,680,000 | 8,514,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 623,113 | 26,778 | 38,166,000 | -7,638,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 596,335 | 6,028 | 45,804,000 | 3,938,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 590,307 | -39,934 | 41,866,000 | -2,365,000 | $70.92 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 630,241 | 38,163 | 44,231,000 | 4,197,000 | $70.18 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 592,078 | 57,419 | 40,034,000 | 8,120,000 | $67.62 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 534,659 | 29,123 | 31,914,000 | -3,249,000 | $59.69 |
| 09/30/2018 | SCHWAB US LC ETF | SCHX | 505,536 | 37,467 | 35,163,000 | 4,748,000 | $69.56 |
| 06/30/2018 | SCHWAB US LC ETF | SCHX | 468,069 | 28,108 | 30,415,000 | 2,661,000 | $64.98 |
| 03/31/2018 | SCHWAB US LC ETF | SCHX | 439,961 | 37,237 | 27,754,000 | 2,062,000 | $63.08 |
| 12/31/2017 | SCHWAB US LC ETF | SCHX | 402,724 | 69,281 | 25,692,000 | 5,659,000 | $63.80 |
| 09/30/2017 | SCHWAB US LC ETF | SCHX | 333,443 | 31,450 | 20,033,000 | 2,578,000 | $60.08 |
| 06/30/2017 | SCHWAB US LC ETF | SCHX | 301,993 | 65,766 | 17,455,000 | 4,163,000 | $57.80 |
| 03/31/2017 | SCHWAB US LC ETF | SCHX | 236,227 | 236,227 | 13,292,000 | 13,292,000 | $56.27 |
| << Prev Next >> |
|