News + Filings Holdings
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Curi Wealth Management, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 1,216,421 | 44,856 | 58,838,290,000 | 5,942,147,000 | $48,370.01 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 1,171,565 | 163,536 | 52,896,143,000 | 52,853,453,000 | $45,149.99 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 1,008,029 | 84,388 | 42,690,000 | 1,440,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 923,641 | 73,851 | 41,250,000 | -4,511,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 849,790 | 433,656 | 45,761,000 | -1,603,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 416,134 | 33,436 | 47,364,000 | 7,552,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 382,698 | 70,546 | 39,812,000 | 9,836,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 354,605 | 42,453 | 36,868,000 | 6,892,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 312,152 | 40,310 | 29,976,000 | 5,252,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 271,842 | 271,842 | 24,724,000 | 24,724,000 | $90.95 |
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