CAPWEALTH ADVISORS, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
CAPWEALTH ADVISORS, LLC portfolio value:
$220,000
portfolio value
CAPWEALTH ADVISORS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $47.76 | 4.59K | |
| Q2 2022 | share | Increase | +0.57% | 26 shares | -33K | $50.9 | 4.59K |
| Q1 2022 | share | Increase | +0.40% | 18 shares | 0 | $58.5 | 4.57K |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $58.61 | 4.55K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $53.95 | 4.55K | |
| Q2 2021 | share | Increase | 0.00% | 4.55K shares | 249K | $54.47 | 4.55K |