WMS PARTNERS, LLC – Schwab U.S. Small-Cap ETF Transaction History
WMS PARTNERS, LLC portfolio value:
$550,000
portfolio value
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 14.54K shares | 550K | $37.8 | 14.54K |