MERRIMAN WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
MERRIMAN WEALTH MANAGEMENT, LLC portfolio value:
$2.84M
portfolio value
MERRIMAN WEALTH MANAGEMENT, 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 | -1.95% | -1.33K shares | -214K | $42.35 | 67.07K |
| Q2 2022 | share | Increase | +2.67% | 1.77K shares | -533K | $44.66 | 68.41K |
| Q1 2022 | share | Decrease | -1.41% | -955 shares | -258K | $53.85 | 66.63K |
| Q4 2021 | share | Increase | +0.01% | 4 shares | 331K | $114.22 | 33.79K |
| Q3 2021 | share | Decrease | -2.43% | -842 shares | -86K | $104.03 | 33.79K |
| Q2 2021 | share | Decrease | -0.63% | -221 shares | 254K | $103.64 | 34.63K |
| Q1 2021 | share | Decrease | -1.57% | -556 shares | 126K | $95.42 | 34.85K |
| Q4 2020 | share | Increase | +1.24% | 434 shares | 401K | $90.1 | 35.40K |
| Q3 2020 | share | Decrease | -0.40% | -140 shares | 218K | $79.55 | 34.97K |
| Q2 2020 | share | Decrease | -26.52% | -12.67K shares | -325K | $72.65 | 35.11K |
| Q1 2020 | share | Increase | 0.00% | 47.79K shares | 2.92M | $59.81 | 47.79K |