News + Filings Holdings
|
PHILLIPS FINANCIAL MANAGEMENT, LLC
> SCHZ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHZ | 77,880 | -470 | 3,594,944,000 | -80,435,000 | $46,160.04 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHZ | 78,350 | 582 | 3,675,379,000 | 125,262,000 | $46,909.75 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 77,768 | 2,733 | 3,550,117,000 | 3,546,717,000 | $45,650.10 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 75,035 | 2,424 | 3,400,000 | -76,000 | $45.31 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 72,611 | -7,684 | 3,476,000 | -585,000 | $47.87 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 80,295 | 23,217 | 4,061,000 | 984,000 | $50.58 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 57,078 | 4,135 | 3,077,000 | 204,000 | $53.91 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 52,943 | 7,737 | 2,873,000 | 405,000 | $54.27 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 45,206 | 11,095 | 2,468,000 | 557,000 | $54.59 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 34,111 | 4,039 | 1,911,000 | 225,000 | $56.02 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 30,072 | 2,296 | 1,686,000 | 124,000 | $56.07 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 27,776 | 390 | 1,562,000 | 73,000 | $56.24 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 27,386 | -1,461 | 1,489,000 | -52,000 | $54.37 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 28,847 | 5,067 | 1,541,000 | 260,000 | $53.42 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 23,780 | 346 | 1,281,000 | 42,000 | $53.87 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 23,434 | 810 | 1,239,000 | 73,000 | $52.87 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 22,624 | -303 | 1,166,000 | 6,000 | $51.54 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 22,927 | -183 | 1,160,000 | 2,000 | $50.60 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 23,110 | 1,280 | 1,158,000 | 55,000 | $50.11 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 21,830 | 466 | 1,103,000 | 16,000 | $50.53 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 21,364 | -760 | 1,087,000 | -62,000 | $50.88 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 22,124 | 1,934 | 1,149,000 | 92,000 | $51.93 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 20,190 | 1,349 | 1,057,000 | 73,000 | $52.35 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 18,841 | 2,604 | 984,000 | 138,000 | $52.23 |
| 03/31/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 16,237 | 16,237 | 846,000 | 846,000 | $52.10 |
| << Prev Next >> |
|