YHB INVESTMENT ADVISORS, INC. – Schwab U.S. Mid-Cap ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$3.23M
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.58% | -7.69K shares | -600K | $60.53 | 53.48K |
| Q2 2022 | share | Decrease | -5.55% | -3.59K shares | -1.07M | $62.73 | 61.18K |
| Q1 2022 | share | Increase | +2.30% | 1.45K shares | -179K | $75.86 | 64.77K |
| Q4 2021 | share | Increase | +4.75% | 2.86K shares | 459K | $80.5 | 63.32K |
| Q3 2021 | share | Increase | +6.07% | 3.46K shares | 173K | $76.66 | 60.45K |
| Q2 2021 | share | Increase | +6.20% | 3.32K shares | 299K | $77.99 | 56.99K |
| Q1 2021 | share | Increase | +9.60% | 4.70K shares | 823K | $73.97 | 53.66K |
| Q4 2020 | share | Increase | +5.02% | 2.34K shares | 752K | $67.69 | 48.96K |
| Q3 2020 | share | Increase | 0.00% | 46.62K shares | 2.58M | $54.81 | 46.62K |