WBH ADVISORY INC – Schwab U.S. Large-Cap Value ETF Transaction History
WBH ADVISORY INC portfolio value:
$6.95M
portfolio value
WBH ADVISORY INC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.32% | 9.12K shares | 59K | $58.51 | 118.84K |
| Q2 2022 | share | Increase | +10.02% | 9.99K shares | -43K | $62.42 | 109.72K |
| Q1 2022 | share | Increase | +63.74% | 38.82K shares | 2.47M | $71.39 | 99.72K |
| Q4 2021 | share | Increase | 0.00% | 60.90K shares | 4.45M | $73.15 | 60.90K |