News + Filings Holdings
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AE Wealth Management LLC
> SCHX
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | SCHWAB US LC ETF | SCHX | 1,112,854 | 30,732 | 58,280,172,000 | 9,422,379,000 | $52,370.01 |
12/31/2022 | SCHWAB US LC ETF | SCHX | 1,082,122 | 345,632 | 48,857,793,000 | 48,824,901,000 | $45,149.99 |
06/30/2022 | SCHWAB US LC ETF | SCHX | 736,490 | 565,562 | 32,892,000 | 23,688,000 | $44.66 |
03/31/2022 | SCHWAB US LC ETF | SCHX | 170,928 | 102,950 | 9,204,000 | 1,467,000 | $53.85 |
12/31/2021 | SCHWAB US LC ETF | SCHX | 67,978 | 14,190 | 7,737,000 | 2,141,000 | $113.82 |
09/30/2021 | SCHWAB US LC ETF | SCHX | 53,788 | -66,490 | 5,596,000 | -6,909,000 | $104.04 |
06/30/2021 | SCHWAB US LC ETF | SCHX | 120,278 | 108,345 | 12,505,000 | 11,420,000 | $103.97 |
12/31/2020 | SCHWAB US LC ETF | SCHX | 11,933 | 958 | 1,085,000 | 200,000 | $90.92 |
09/30/2020 | SCHWAB US LC ETF | SCHX | 10,975 | -838 | 885,000 | 10,000 | $80.64 |
06/30/2020 | SCHWAB US LC ETF | SCHX | 11,813 | -3,004 | 875,000 | -33,000 | $74.07 |
03/31/2020 | SCHWAB US LC ETF | SCHX | 14,817 | -358 | 908,000 | -258,000 | $61.28 |
12/31/2019 | SCHWAB US LC ETF | SCHX | 15,175 | 2,842 | 1,166,000 | 291,000 | $76.84 |
09/30/2019 | SCHWAB US LC ETF | SCHX | 12,333 | -3,849 | 875,000 | -261,000 | $70.95 |
06/30/2019 | SCHWAB US LC ETF | SCHX | 16,182 | -13,175 | 1,136,000 | -849,000 | $70.20 |
03/31/2019 | SCHWAB US LC ETF | SCHX | 29,357 | -16,767 | 1,985,000 | -769,000 | $67.62 |
12/31/2018 | SCHWAB US LC ETF | SCHX | 46,124 | 10,135 | 2,754,000 | 251,000 | $59.71 |
09/30/2018 | SCHWAB US LC ETF | SCHX | 35,989 | 14,853 | 2,503,000 | 1,129,000 | $69.55 |
06/30/2018 | SCHWAB US LC ETF | SCHX | 21,136 | 12,898 | 1,374,000 | 854,000 | $65.01 |
03/31/2018 | SCHWAB US LC ETF | SCHX | 8,238 | -257 | 520,000 | -22,000 | $63.12 |
12/31/2017 | SCHWAB US LC ETF | SCHX | 8,495 | 8,495 | 542,000 | 542,000 | $63.80 |
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