YHB INVESTMENT ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$904,000
portfolio value
YHB INVESTMENT ADVISORS, INC. 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 | +12.24% | 2.32K shares | 55K | $42.35 | 21.34K |
| Q2 2022 | share | Decrease | -0.05% | -10 shares | -176K | $44.66 | 19.02K |
| Q1 2022 | share | Decrease | -3.71% | -733 shares | -100K | $53.85 | 19.03K |
| Q4 2021 | share | Decrease | -0.58% | -58 shares | 91K | $114.22 | 9.88K |
| Q3 2021 | share | Increase | +5.16% | 488 shares | 51K | $104.03 | 9.94K |
| Q2 2021 | share | Increase | +3.53% | 322 shares | 57K | $103.64 | 9.45K |
| Q1 2021 | share | Increase | +2.50% | 223 shares | 116K | $95.42 | 9.13K |
| Q4 2020 | share | Increase | +0.49% | 43 shares | 95K | $90.1 | 8.90K |
| Q3 2020 | share | Increase | 0.00% | 8.86K shares | 715K | $79.55 | 8.86K |