FIRST FOUNDATION ADVISORS – Schwab U.S. Large-Cap ETF Transaction History
FIRST FOUNDATION ADVISORS portfolio value:
$2.58M
portfolio value
FIRST FOUNDATION ADVISORS quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.68% | 411 shares | -122K | $42.35 | 61.05K |
| Q2 2022 | share | Decrease | -1.92% | -1.18K shares | -622K | $44.66 | 60.64K |
| Q1 2022 | share | Increase | +21.69% | 11.02K shares | 438K | $53.85 | 61.83K |
| Q4 2021 | share | Increase | +15.48% | 3.40K shares | 603K | $114.22 | 25.40K |
| Q3 2021 | share | Increase | +0.93% | 202 shares | 23K | $104.03 | 22K |
| Q2 2021 | share | Increase | +3.80% | 798 shares | 249K | $103.64 | 21.79K |
| Q1 2021 | share | Increase | +330.95% | 16.12K shares | 1.57M | $95.42 | 21K |
| Q4 2020 | share | Increase | +12.57% | 544 shares | 94K | $90.1 | 4.87K |
| Q3 2020 | share | Increase | +4.59% | 190 shares | 42K | $79.55 | 4.32K |
| Q2 2020 | share | Decrease | -80.91% | -17.54K shares | -1.02M | $72.65 | 4.13K |
| Q1 2020 | share | Increase | +437.35% | 17.64K shares | 1.01M | $59.81 | 21.68K |
| Q4 2019 | share | Increase | 0.00% | 4.03K shares | 310K | $74.57 | 4.03K |