News + Filings Holdings
|
Marcum Wealth, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | SCHWAB US LC ETF | SCHX | 1,659,616 | -45,029 | 83,976,550,000 | -5,295,721,000 | $50,599.99 |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 1,704,645 | 271,550 | 89,272,271,000 | 89,211,579,000 | $52,370.01 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 1,433,095 | -139,244 | 60,692,000 | -9,529,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 1,572,339 | 19,834 | 70,221,000 | -13,381,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 1,552,505 | 905,139 | 83,602,000 | 9,919,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 647,366 | 94,269 | 73,683,000 | 16,144,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 553,097 | 42,544 | 57,539,000 | 4,457,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 510,553 | 90,890 | 53,082,000 | 12,782,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 419,663 | 79,690 | 40,300,000 | 9,379,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 339,973 | 113,640 | 30,921,000 | 12,672,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 226,333 | 121,298 | 18,249,000 | 10,466,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 105,035 | 23,119 | 7,783,000 | 2,766,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 81,916 | 67,222 | 5,017,000 | 3,888,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 14,694 | 14,694 | 1,129,000 | 1,129,000 | $76.83 |
| << Prev Next >> |
|