MONETA GROUP INVESTMENT ADVISORS LLC – Schwab U.S. Broad Market ETF Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$1.69M
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.47% | 5.11K shares | 137K | $41.99 | 40.43K |
| Q2 2022 | share | Increase | +68.99% | 14.42K shares | 445K | $44.19 | 35.32K |
| Q1 2022 | share | Increase | +78.41% | 9.18K shares | 454K | $53.39 | 20.90K |
| Q4 2021 | share | Increase | +4.72% | 264 shares | 81K | $113.36 | 5.85K |
| Q3 2021 | share | Increase | +16.20% | 780 shares | 79K | $103.86 | 5.59K |
| Q2 2021 | share | Increase | +14.67% | 616 shares | 96K | $103.94 | 4.81K |
| Q1 2021 | share | Increase | +20.88% | 725 shares | 90K | $96.11 | 4.19K |
| Q4 2020 | share | Decrease | -17.93% | -759 shares | -21K | $90.16 | 3.47K |
| Q3 2020 | share | Increase | +34.01% | 1.07K shares | 105K | $78.59 | 4.23K |
| Q2 2020 | share | Increase | 0.00% | 3.15K shares | 232K | $72.04 | 3.15K |
| Q1 2020 | share | Decrease | -100.00% | -3.18K shares | -245K | $59.01 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.18K shares | 245K | $74.64 | 3.18K |