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Holdings

Wealthspire Advisors, L.P. > SCHX

DateNameTickerSharesChangeValueChangePrice
09/30/2020SCHWAB US LC ETFSCHX517,472-35,50741,724,000748,000$80.63
06/30/2020SCHWAB US LC ETFSCHX552,979-79,60640,976,0002,230,000$74.10
03/31/2020SCHWAB US LC ETFSCHX632,58599,60538,746,000-2,192,000$61.25
12/31/2019SCHWAB US LC ETFSCHX532,98030,03840,938,0005,264,000$76.81
09/30/2019SCHWAB US LC ETFSCHX502,94229,85135,674,0002,468,000$70.93
06/30/2019SCHWAB US LC ETFSCHX473,09117,09133,206,0002,376,000$70.19
03/31/2019SCHWAB US LC ETFSCHX456,0008,99030,830,0004,144,000$67.61
12/31/2018SCHWAB US LC ETFSCHX447,010-79,58126,686,000-9,944,000$59.70
09/30/2018SCHWAB US LC ETFSCHX526,59115,67436,630,0003,426,000$69.56
06/30/2018SCHWAB US LC ETFSCHX510,91713,01933,204,0001,797,000$64.99
03/31/2018SCHWAB US LC ETFSCHX497,89841,77231,407,0002,315,000$63.08
12/31/2017SCHWAB US LC ETFSCHX456,12636,70029,092,0003,910,000$63.78
09/30/2017SCHWAB US LC ETFSCHX419,42616,87725,182,0001,927,000$60.04
06/30/2017SCHWAB US LC ETFSCHX402,54932,74723,255,0002,446,000$57.77
03/31/2017SCHWAB US LC ETFSCHX369,802369,80220,809,00020,809,000$56.27
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