News + Filings Holdings
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Sound View Wealth Advisors Group, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 320,771 | 6,717 | 16,798,798,000 | 1,608,014,000 | $52,370.06 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 314,054 | 119,220 | 15,190,784,000 | 15,182,533,000 | $48,369.97 |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 194,834 | 5,402 | 8,251,000 | -209,000 | $42.35 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 189,432 | 5,837 | 8,460,000 | -1,427,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 183,595 | 93,421 | 9,887,000 | -377,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 90,174 | 2,472 | 10,264,000 | 1,140,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 87,702 | 13,988 | 9,124,000 | 2,420,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 87,508 | 13,794 | 9,098,000 | 2,394,000 | $103.97 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 73,714 | 3,880 | 6,704,000 | 1,073,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 69,834 | 2,491 | 5,631,000 | 641,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 67,343 | 13,260 | 4,990,000 | 1,677,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 54,083 | 6,770 | 3,313,000 | -321,000 | $61.26 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 47,313 | 10,777 | 3,634,000 | 1,043,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 36,536 | 12,051 | 2,591,000 | 872,000 | $70.92 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 24,485 | 24,485 | 1,719,000 | 1,719,000 | $70.21 |
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