SHEETS SMITH WEALTH MANAGEMENT – Schwab Fundamental U.S. Large Company Index ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$585,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.19% | 927 shares | 9K | $47.76 | 12.24K |
| Q2 2022 | share | Increase | +201.81% | 7.56K shares | 357K | $50.9 | 11.31K |
| Q1 2022 | share | Decrease | -46.07% | -3.20K shares | -189K | $58.5 | 3.75K |
| Q4 2021 | share | Increase | 0.00% | 6.95K shares | 408K | $58.61 | 6.95K |