MERRIMAN WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
MERRIMAN WEALTH MANAGEMENT, LLC portfolio value:
$582,000
portfolio value
MERRIMAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.18% | 25 shares | -29K | $41.99 | 13.86K |
| Q2 2022 | share | Decrease | -0.08% | -11 shares | -128K | $44.19 | 13.83K |
| Q1 2022 | share | Increase | +3.61% | 482 shares | -16K | $53.39 | 13.84K |
| Q4 2021 | share | 0.00% | 0 shares | 61K | $113.36 | 6.68K | |
| Q3 2021 | share | Decrease | -3.99% | -278 shares | -32K | $103.86 | 6.68K |
| Q2 2021 | share | Increase | +4.16% | 278 shares | 80K | $103.94 | 6.96K |
| Q1 2021 | share | Decrease | -14.78% | -1.15K shares | -68K | $96.11 | 6.68K |
| Q4 2020 | share | Decrease | -58.02% | -10.83K shares | -773K | $90.16 | 7.84K |
| Q3 2020 | share | Decrease | -0.60% | -113 shares | 106K | $78.59 | 18.67K |
| Q2 2020 | share | Decrease | -0.16% | -31 shares | 244K | $72.04 | 18.79K |
| Q1 2020 | share | Decrease | -28.26% | -7.41K shares | -880K | $59.01 | 18.82K |
| Q4 2019 | share | Increase | +0.02% | 5 shares | 154K | $74.64 | 26.23K |
| Q3 2019 | share | Increase | 0.00% | 1 shares | 1.84M | $68.53 | 26.23K |
| Q2 2019 | share | Increase | +0.43% | 112 shares | -1.75M | $67.74 | 26.23K |
| Q1 2019 | share | Decrease | -22.36% | -7.52K shares | -261K | $65.07 | 26.12K |
| Q4 2018 | share | Increase | 0.00% | 33.64K shares | 2.03M | $57.07 | 33.64K |
| Q2 2017 | share | Decrease | -100.00% | -245.84K shares | -14.02M | $54.19 | 0 |
| Q1 2017 | share | Increase | 0.00% | 245.84K shares | 14.02M | $52.66 | 245.84K |