LBMC INVESTMENT ADVISORS, LLC – Schwab Fundamental U.S. Small Company Index ETF Transaction History
LBMC INVESTMENT ADVISORS, LLC portfolio value:
$552,000
portfolio value
LBMC INVESTMENT ADVISORS, LLC quarter portfolio value change:
-6.03%
quarter
Schwab Fundamental U.S. Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.19% | -2.14K shares | -133K | $42.52 | 12.98K |
| Q2 2022 | share | Increase | +42.95% | 4.54K shares | 119K | $45.25 | 15.13K |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $53.46 | 10.58K | |
| Q4 2021 | share | Increase | +605.60% | 9.08K shares | 33K | $55.55 | 10.58K |
| Q3 2021 | share | Decrease | -84.97% | -8.47K shares | 13K | $52.68 | 1.5K |
| Q2 2021 | share | Decrease | -5.29% | -557 shares | 9K | $54.24 | 9.97K |
| Q1 2021 | share | Increase | +5.58% | 557 shares | 106K | $50.41 | 10.53K |
| Q4 2020 | share | Increase | +2.69% | 261 shares | 107K | $42.68 | 9.97K |
| Q3 2020 | share | 0.00% | 0 shares | 13K | $32.7 | 9.71K | |
| Q2 2020 | share | 0.00% | 0 shares | 57K | $31.24 | 9.71K | |
| Q1 2020 | share | 0.00% | 0 shares | -140K | $25.38 | 9.71K | |
| Q4 2019 | share | 0.00% | 0 shares | 24K | $39.35 | 9.71K | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $36.75 | 9.71K | |
| Q2 2019 | share | 0.00% | 0 shares | 4K | $36.54 | 9.71K | |
| Q1 2019 | share | 0.00% | 0 shares | 43K | $35.96 | 9.71K | |
| Q4 2018 | share | 0.00% | 0 shares | -77K | $31.65 | 9.71K | |
| Q3 2018 | share | 0.00% | 0 shares | 8K | $39.01 | 9.71K | |
| Q2 2018 | share | Increase | 0.00% | 9.71K shares | 388K | $38.1 | 9.71K |