News + Filings Holdings
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Congress Wealth Management LLC / DE
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 0 | -601,031 | 0 | -26,842,000 | |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 601,031 | 40,054 | 26,842,000 | -3,367,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 560,977 | 560,977 | 30,209,000 | 30,209,000 | $53.85 |
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