News + Filings Holdings
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West Oak Capital, LLC
> SCHX
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | SCHWAB US LC ETF | SCHX | 76,409 | 1,200 | 3,866,000 | -3,934,829,000 | $50.60 |
06/30/2023 | SCHWAB US LC ETF | SCHX | 75,209 | 7,441 | 3,938,695,000 | 3,935,825,000 | $52,370.00 |
09/30/2022 | SCHWAB US LC ETF | SCHX | 67,768 | -50 | 2,870,000 | -159,000 | $42.35 |
06/30/2022 | SCHWAB US LC ETF | SCHX | 67,818 | 842 | 3,029,000 | -578,000 | $44.66 |
03/31/2022 | SCHWAB US LC ETF | SCHX | 66,976 | 14,722 | 3,607,000 | -1,829,000 | $53.86 |
09/30/2021 | SCHWAB US LC ETF | SCHX | 52,254 | -1,602 | 5,436,000 | -163,000 | $104.03 |
06/30/2021 | SCHWAB US LC ETF | SCHX | 53,856 | -2,620 | 5,599,000 | 463,000 | $103.96 |
12/31/2020 | SCHWAB US LC ETF | SCHX | 56,476 | -3,135 | 5,136,000 | 330,000 | $90.94 |
09/30/2020 | SCHWAB US LC ETF | SCHX | 59,611 | 1,446 | 4,806,000 | 496,000 | $80.62 |
06/30/2020 | SCHWAB US LC ETF | SCHX | 58,165 | -1,465 | 4,310,000 | 658,000 | $74.10 |
03/31/2020 | SCHWAB US LC ETF | SCHX | 59,630 | 33,478 | 3,652,000 | 1,643,000 | $61.24 |
12/31/2019 | SCHWAB US LC ETF | SCHX | 26,152 | 155 | 2,009,000 | 165,000 | $76.82 |
09/30/2019 | SCHWAB US LC ETF | SCHX | 25,997 | 7,424 | 1,844,000 | 540,000 | $70.93 |
06/30/2019 | SCHWAB US LC ETF | SCHX | 18,573 | 1,954 | 1,304,000 | 180,000 | $70.21 |
03/31/2019 | SCHWAB US LC ETF | SCHX | 16,619 | -1,395 | 1,124,000 | 48,564 | $67.63 |
12/31/2018 | SCHWAB US LC ETF | SCHX | 18,014 | 5,611 | 1,075,436 | 212,683 | $59.70 |
09/30/2018 | SCHWAB US LC ETF | SCHX | 12,403 | -1,059 | 862,753 | -12,142 | $69.56 |
06/30/2018 | SCHWAB US LC ETF | SCHX | 13,462 | 464 | 874,895 | -819,039,105 | $64.99 |
03/31/2018 | SCHWAB US LC ETF | SCHX | 12,998 | 12,998 | 819,914,000 | 819,914,000 | $63,080.01 |
12/31/2017 | SCHWAB US LC ETF | SCHX | 0 | -14,104 | 0 | -846,804 | |
09/30/2017 | SCHWAB US LC ETF | SCHX | 14,104 | -693 | 846,804 | -8,019 | $60.04 |
06/30/2017 | SCHWAB US LC ETF | SCHX | 14,797 | 838 | 854,823 | 69,350 | $57.77 |
03/31/2017 | SCHWAB US LC ETF | SCHX | 13,959 | -494 | 785,473 | 15,706 | $56.27 |
12/31/2016 | SCHWAB US LC ETF | SCHX | 14,453 | 14,453 | 769,767 | 769,767 | $53.26 |
09/30/2016 | SCHWAB US LC ETF | SCHX | 13,830 | 13,830 | 713,905 | 713,905 | $51.62 |
06/30/2016 | SCHWAB US LC ETF | SCHX | 10,241 | 466 | 509,695 | -476,901,305 | $49.77 |
03/31/2016 | SCHWAB US LC ETF | SCHX | 9,775 | 9,775 | 477,411,000 | 477,411,000 | $48,840.00 |
12/31/2015 | SCHWAB US LC ETF | SCHX | 9,777 | 9,777 | 474,869 | 474,869 | $48.57 |
09/30/2015 | SCHWAB US LC ETF | SCHX | 4,775 | 4,775 | 218,504 | 218,504 | $45.76 |
06/30/2015 | SCHWAB US LC ETF | SCHX | 1,250 | 450 | 61,638 | 21,982 | $49.31 |
03/31/2015 | SCHWAB US LC ETF | SCHX | 800 | 0 | 39,656 | 416 | $49.57 |
12/31/2014 | SCHWAB US LC ETF | SCHX | 800 | 800 | 39,240 | 39,240 | $49.05 |
09/30/2014 | SCHWAB US LC ETF | SCHX | 800 | 800 | 37,592 | 37,592 | $46.99 |
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