News + Filings Holdings
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Consilium Wealth Advisory, LLC
> SCHX
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | SCHWAB US LC ETF | SCHX | 112,858 | -13,598 | 5,710,608,000 | -911,908,000 | $50,599.94 |
06/30/2023 | SCHWAB US LC ETF | SCHX | 126,456 | 8,050 | 6,622,516,000 | 6,617,502,000 | $52,370.12 |
03/31/2023 | SCHWAB US LC ETF | SCHX | 134,561 | 16,155 | 6,508,702,000 | 6,503,688,000 | $48,369.90 |
09/30/2022 | SCHWAB US LC ETF | SCHX | 118,406 | 21,216 | 5,014,000 | 673,000 | $42.35 |
06/30/2022 | SCHWAB US LC ETF | SCHX | 97,190 | -68,547 | 4,341,000 | -4,584,000 | $44.67 |
03/31/2022 | SCHWAB US LC ETF | SCHX | 165,737 | 49,793 | 8,925,000 | -4,272,000 | $53.85 |
12/31/2021 | SCHWAB US LC ETF | SCHX | 115,944 | 115,944 | 13,197,000 | 13,197,000 | $113.82 |
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