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Wealthspire Advisors, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 1,063,515 | -17,529 | 51,442,236,000 | 2,633,096,000 | $48,370.01 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 1,081,044 | 62,400 | 48,809,140,000 | 48,766,000,000 | $45,150.00 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 1,018,644 | 48,568 | 43,140,000 | -184,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 970,076 | 298,296 | 43,324,000 | 7,149,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 671,780 | 342,972 | 36,175,000 | -1,250,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 328,808 | -22,925 | 37,425,000 | 855,000 | $113.82 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 351,733 | -88,770 | 36,570,000 | -5,732,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 440,503 | -49,520 | 42,302,000 | -2,266,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 490,023 | 490,023 | 44,568,000 | 44,568,000 | $90.95 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 0 | -634,700 | 0 | -38,875,000 | |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 634,700 | 634,700 | 38,875,000 | 38,875,000 | $61.25 |
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