PERSONAL CAPITAL ADVISORS CORP – Schwab U.S. Large-Cap ETF Transaction History
PERSONAL CAPITAL ADVISORS CORP portfolio value:
$1.5M
portfolio value
PERSONAL CAPITAL ADVISORS CORP 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 | Increase | +7.54% | 2.48K shares | 29K | $42.35 | 35.42K |
| Q2 2022 | share | Increase | +43.94% | 10.05K shares | 239K | $44.66 | 32.93K |
| Q1 2022 | share | Decrease | -23.31% | -6.95K shares | -448K | $53.85 | 22.88K |
| Q4 2021 | share | Increase | +10.45% | 1.41K shares | 275K | $114.22 | 14.91K |
| Q3 2021 | share | Increase | +4.99% | 642 shares | 67K | $104.03 | 13.50K |
| Q2 2021 | share | Decrease | -2.88% | -381 shares | 66K | $103.64 | 12.86K |
| Q1 2021 | share | Increase | +12.62% | 1.48K shares | 202K | $95.42 | 13.24K |
| Q4 2020 | share | Increase | +37.79% | 3.22K shares | 382K | $90.1 | 11.76K |
| Q3 2020 | share | Increase | +15.61% | 1.15K shares | 141K | $79.55 | 8.53K |
| Q2 2020 | share | Decrease | -14.56% | -1.25K shares | 99K | $72.65 | 7.38K |
| Q1 2020 | share | Increase | +14.89% | 1.12K shares | -130K | $59.81 | 8.64K |
| Q4 2019 | share | Increase | +7.83% | 546 shares | 84K | $74.57 | 7.52K |
| Q3 2019 | share | Increase | +12.21% | 759 shares | 58K | $68.44 | 6.97K |
| Q2 2019 | share | Decrease | -10.52% | -731 shares | -34K | $67.41 | 6.21K |
| Q1 2019 | share | Increase | +19.53% | 1.13K shares | 123K | $64.64 | 6.94K |
| Q4 2018 | share | Decrease | -15.15% | -1.03K shares | -130K | $56.83 | 5.81K |
| Q3 2018 | share | Decrease | -37.38% | -4.08K shares | -234K | $65.87 | 6.85K |
| Q2 2018 | share | Decrease | -38.04% | -6.71K shares | -403K | $61.27 | 10.94K |
| Q1 2018 | share | Decrease | -84.40% | -95.56K shares | -6.10M | $59.2 | 17.65K |
| Q4 2017 | share | Increase | +669.32% | 98.50K shares | 6.33M | $59.61 | 113.22K |
| Q3 2017 | share | Decrease | -18.79% | -3.40K shares | -163K | $55.86 | 14.71K |
| Q2 2017 | share | Increase | +225.54% | 12.55K shares | 734K | $53.5 | 18.12K |
| Q1 2017 | share | Decrease | -2.88% | -165 shares | 8K | $51.87 | 5.56K |
| Q4 2016 | share | Increase | +0.47% | 27 shares | 13K | $48.89 | 5.73K |
| Q3 2016 | share | Decrease | -2.86% | -168 shares | 0 | $47.07 | 5.70K |
| Q2 2016 | share | Increase | +7.17% | 393 shares | 24K | $45.22 | 5.87K |
| Q1 2016 | share | Decrease | -0.20% | -11 shares | 1K | $44.16 | 5.48K |