News + Filings Holdings
|
SHEETS SMITH WEALTH MANAGEMENT
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 263,382 | -24,259 | 13,793,293,000 | -119,909,000 | $52,369.92 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 287,641 | -17,491 | 13,913,202,000 | 136,503,000 | $48,370.02 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 305,132 | 12,253 | 13,776,699,000 | 13,764,296,000 | $45,149.96 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 292,879 | -904 | 12,403,000 | -717,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 293,783 | 277 | 13,120,000 | -2,685,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 293,506 | 163,063 | 15,805,000 | 958,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 130,443 | 3,004 | 14,847,000 | 1,590,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 127,439 | 510 | 13,257,000 | 60,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 126,929 | 13,357 | 13,197,000 | 2,291,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 113,572 | 517 | 10,906,000 | 624,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 113,055 | -1,936 | 10,282,000 | 1,010,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 114,991 | -4,212 | 9,272,000 | 439,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 119,203 | 4,781 | 8,833,000 | 1,825,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 114,422 | 66,088 | 7,008,000 | 3,295,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 48,334 | 996 | 3,713,000 | 355,000 | $76.82 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 47,338 | 2,847 | 3,358,000 | 235,000 | $70.94 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 44,491 | 4,516 | 3,123,000 | 420,000 | $70.19 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 39,975 | -755 | 2,703,000 | 271,000 | $67.62 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 40,730 | 1,848 | 2,432,000 | -273,000 | $59.71 |
| 09/30/2018 | SCHWAB US LC ETF | SCHX | 38,882 | 2,624 | 2,705,000 | 349,000 | $69.57 |
| 06/30/2018 | SCHWAB US LC ETF | SCHX | 36,258 | 4,440 | 2,356,000 | 349,000 | $64.98 |
| 03/31/2018 | SCHWAB US LC ETF | SCHX | 31,818 | 11,741 | 2,007,000 | 727,000 | $63.08 |
| 12/31/2017 | SCHWAB US LC ETF | SCHX | 20,077 | 5,717 | 1,280,000 | 418,000 | $63.75 |
| 09/30/2017 | SCHWAB US LC ETF | SCHX | 14,360 | 2,202 | 862,000 | 160,000 | $60.03 |
| 06/30/2017 | SCHWAB US LC ETF | SCHX | 12,158 | 12,158 | 702,000 | 702,000 | $57.74 |
| << Prev Next >> |
|