News + Filings Holdings
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WEALTHSOURCE PARTNERS, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 3,536,853 | 47,180 | 159,688,910,000 | 159,541,122,000 | $45,150.00 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 3,489,673 | 331,447 | 147,788,000 | 6,742,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 3,158,226 | 711,404 | 141,046,000 | 9,285,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 2,446,822 | 1,604,414 | 131,761,000 | 35,878,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 842,408 | 3,875 | 95,883,000 | 8,650,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 838,533 | -48,663 | 87,233,000 | -5,009,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 887,196 | 27,838 | 92,242,000 | 9,718,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 859,358 | -58,339 | 82,524,000 | -941,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 917,697 | 105,892 | 83,465,000 | 23,310,000 | $90.95 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 811,805 | 123,041 | 60,155,000 | 17,968,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 688,764 | 267,917 | 42,187,000 | 9,862,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 420,847 | 298,938 | 32,325,000 | 23,678,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 121,909 | 11,321 | 8,647,000 | 885,000 | $70.93 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 110,588 | 110,588 | 7,762,000 | 7,762,000 | $70.19 |
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