LBMC INVESTMENT ADVISORS, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
LBMC INVESTMENT ADVISORS, LLC portfolio value:
$1.06M
portfolio value
LBMC INVESTMENT 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 | Decrease | -10.77% | -2.70K shares | -208K | $47.76 | 22.37K |
| Q2 2022 | share | Increase | +31.03% | 5.93K shares | 157K | $50.9 | 25.07K |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $58.5 | 19.13K | |
| Q4 2021 | share | Increase | +19.47% | 3.11K shares | 92K | $58.61 | 19.13K |
| Q3 2021 | share | Decrease | -13.23% | -2.44K shares | 20K | $53.95 | 16.01K |
| Q2 2021 | share | Decrease | -3.55% | -679 shares | 21K | $54.47 | 18.45K |
| Q1 2021 | share | Increase | +3.68% | 679 shares | 153K | $51.22 | 19.13K |
| Q4 2020 | share | Increase | +3.36% | 600 shares | 144K | $44.71 | 18.45K |
| Q3 2020 | share | 0.00% | 0 shares | 34K | $38.04 | 17.85K | |
| Q2 2020 | share | 0.00% | 0 shares | 98K | $35.87 | 17.85K | |
| Q1 2020 | share | 0.00% | 0 shares | -202K | $30.3 | 17.85K | |
| Q4 2019 | share | 0.00% | 0 shares | 56K | $40.97 | 17.85K | |
| Q3 2019 | share | 0.00% | 0 shares | 8K | $37.69 | 17.85K | |
| Q2 2019 | share | 0.00% | 0 shares | 20K | $37.07 | 17.85K | |
| Q1 2019 | share | 0.00% | 0 shares | 71K | $35.76 | 17.85K | |
| Q4 2018 | share | 0.00% | 0 shares | -102K | $31.85 | 17.85K | |
| Q3 2018 | share | 0.00% | 0 shares | 42K | $36.96 | 17.85K | |
| Q2 2018 | share | Increase | 0.00% | 17.85K shares | 667K | $34.59 | 17.85K |