YHB INVESTMENT ADVISORS, INC. – Schwab U.S. Small-Cap ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$3.09M
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.11% | -10.22K shares | -496K | $37.8 | 81.78K |
| Q2 2022 | share | Decrease | -15.25% | -16.56K shares | -1.55M | $38.99 | 92.01K |
| Q1 2022 | share | Increase | +2.60% | 2.75K shares | -276K | $47.36 | 108.57K |
| Q4 2021 | share | Increase | +5.89% | 2.94K shares | 416K | $102.53 | 52.91K |
| Q3 2021 | share | Increase | +6.33% | 2.97K shares | 106K | $100.1 | 49.96K |
| Q2 2021 | share | Increase | +7.03% | 3.08K shares | 410K | $103.88 | 46.99K |
| Q1 2021 | share | Increase | +11.93% | 4.67K shares | 995K | $99.17 | 43.90K |
| Q4 2020 | share | Increase | +6.31% | 2.32K shares | 970K | $88.35 | 39.22K |
| Q3 2020 | share | Increase | 0.00% | 36.89K shares | 2.52M | $67.59 | 36.89K |