News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 0 | -2,936 | 0 | -125,000 | |
| 09/30/2022 | SCHWAB US LC ETF | SCHX | 2,936 | 0 | 125,000 | -6,000 | $42.57 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 2,936 | 0 | 131,000 | -27,000 | $44.62 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 2,936 | 1,468 | 158,000 | -9,000 | $53.81 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 1,468 | 0 | 167,000 | 14,000 | $113.76 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 1,468 | 887 | 153,000 | 12,000 | $104.22 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 1,468 | 887 | 153,000 | 12,000 | $104.22 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 581 | -887 | 141,000 | 7,000 | $242.69 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 1,468 | 0 | 134,000 | 16,000 | $91.28 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 1,468 | 0 | 118,000 | 9,000 | $80.38 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 1,468 | 0 | 109,000 | 19,000 | $74.25 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 1,468 | 0 | 90,000 | -23,000 | $61.31 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 1,468 | 1,468 | 113,000 | 113,000 | $76.98 |
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