News + Filings Holdings
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Wescott Financial Advisory Group, LLC
> SCHM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHM | 57,601 | -3,863 | 4,091,381,000 | -78,958,000 | $71,029.69 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHM | 61,464 | 684 | 4,170,339,000 | 4,166,526,000 | $67,850.11 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHM | 60,780 | 204 | 3,813,000 | -782,000 | $62.73 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHM | 60,576 | 60,576 | 4,595,000 | 4,595,000 | $75.86 |
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