News + Filings Holdings
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EXENCIAL WEALTH ADVISORS, LLC
> SCHX
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | SCHWAB US LC ETF | SCHX | 6,351 | 6,351 | 332,611,000 | 332,611,000 | $52,371.44 |
03/31/2022 | SCHWAB US LC ETF | SCHX | 0 | -3,575 | 0 | -407,000 | |
12/31/2021 | SCHWAB US LC ETF | SCHX | 3,575 | 3,575 | 407,000 | 407,000 | $113.85 |
09/30/2021 | SCHWAB US LC ETF | SCHX | 0 | -4,114 | 0 | -428,000 | |
06/30/2021 | SCHWAB US LC ETF | SCHX | 4,114 | 245 | 428,000 | 56,000 | $104.04 |
03/31/2021 | SCHWAB US LC ETF | SCHX | 3,869 | 3,869 | 372,000 | 372,000 | $96.15 |
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