LBMC INVESTMENT ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
LBMC INVESTMENT ADVISORS, LLC portfolio value:
$1.16M
portfolio value
LBMC INVESTMENT ADVISORS, LLC 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 | Decrease | -7.37% | -2.19K shares | -162K | $42.35 | 27.51K |
| Q2 2022 | share | Increase | +19.58% | 4.86K shares | -11K | $44.66 | 29.70K |
| Q1 2022 | share | 0.00% | 0 shares | -76K | $53.85 | 24.84K | |
| Q4 2021 | share | Increase | +24.48% | 4.88K shares | 125K | $114.22 | 24.84K |
| Q3 2021 | share | Decrease | -17.50% | -2.11K shares | 32K | $104.03 | 9.97K |
| Q2 2021 | share | Decrease | -4.02% | -507 shares | 47K | $103.64 | 12.09K |
| Q1 2021 | share | Increase | +5.06% | 607 shares | 119K | $95.42 | 12.60K |
| Q4 2020 | share | Increase | +2.33% | 273 shares | 146K | $90.1 | 11.99K |
| Q3 2020 | share | 0.00% | 0 shares | 76K | $79.55 | 11.72K | |
| Q2 2020 | share | 0.00% | 0 shares | 151K | $72.65 | 11.72K | |
| Q1 2020 | share | 0.00% | 0 shares | -182K | $59.81 | 11.72K | |
| Q4 2019 | share | 0.00% | 0 shares | 69K | $74.57 | 11.72K | |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $68.44 | 11.72K | |
| Q2 2019 | share | 0.00% | 0 shares | 31K | $67.41 | 11.72K | |
| Q1 2019 | share | 0.00% | 0 shares | 92K | $64.64 | 11.72K | |
| Q4 2018 | share | Increase | +35.91% | 3.09K shares | 100K | $56.83 | 11.72K |
| Q3 2018 | share | Increase | +8.79% | 697 shares | 85K | $65.87 | 8.62K |
| Q2 2018 | share | Increase | 0.00% | 7.92K shares | 515K | $61.27 | 7.92K |