YHB INVESTMENT ADVISORS, INC. – Schwab U.S. Broad Market ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$2.14M
portfolio value
YHB INVESTMENT ADVISORS, INC. 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 | Decrease | -12.92% | -7.56K shares | -447K | $41.99 | 50.97K |
| Q2 2022 | share | Decrease | -1.64% | -975 shares | -590K | $44.19 | 58.53K |
| Q1 2022 | share | Increase | +5.28% | 2.98K shares | -17K | $53.39 | 59.51K |
| Q4 2021 | share | Increase | +9.64% | 2.48K shares | 517K | $113.36 | 28.26K |
| Q3 2021 | share | Increase | +13.14% | 2.99K shares | 301K | $103.86 | 25.77K |
| Q2 2021 | share | Increase | +12.93% | 2.60K shares | 325K | $103.94 | 22.78K |
| Q1 2021 | share | Increase | +10.93% | 1.98K shares | 396K | $96.11 | 20.17K |
| Q4 2020 | share | Increase | +21.31% | 3.19K shares | 461K | $90.16 | 18.18K |
| Q3 2020 | share | Increase | 0.00% | 14.99K shares | 1.19M | $78.59 | 14.99K |