News + Filings Holdings
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Lutz Financial Services LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 230,323 | 2,356 | 12,062,035,000 | 1,769,308,000 | $52,370.08 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 227,967 | 24,847 | 10,292,727,000 | 10,283,656,000 | $45,150.07 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 203,120 | 133,428 | 9,071,000 | 5,318,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 69,692 | 42,796 | 3,753,000 | 692,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 26,896 | -7 | 3,061,000 | 262,000 | $113.81 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 26,903 | 531 | 2,799,000 | 57,000 | $104.04 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 26,372 | -84 | 2,742,000 | 336,000 | $103.97 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 26,456 | 819 | 2,406,000 | 339,000 | $90.94 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 25,637 | -266 | 2,067,000 | 148,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 25,903 | -3,524 | 1,919,000 | 117,000 | $74.08 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 29,427 | 29,427 | 1,802,000 | 1,802,000 | $61.24 |
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