SRS CAPITAL ADVISORS, INC. – Schwab U.S. Broad Market ETF Transaction History
SRS CAPITAL ADVISORS, INC. portfolio value:
$1.57M
portfolio value
SRS CAPITAL ADVISORS, INC. 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 | Decrease | -0.27% | -103 shares | -87K | $41.99 | 37.42K |
| Q2 2022 | share | Increase | +42.63% | 11.21K shares | 254K | $44.19 | 37.53K |
| Q1 2022 | share | Increase | +24.52% | 5.18K shares | 211K | $53.39 | 26.31K |
| Q4 2021 | share | Increase | +3.81% | 388 shares | 137K | $113.36 | 10.56K |
| Q3 2021 | share | Increase | +9.63% | 894 shares | 89K | $103.86 | 10.17K |
| Q2 2021 | share | Increase | +6.38% | 557 shares | 174K | $103.94 | 9.28K |
| Q4 2020 | share | Decrease | -4.33% | -395 shares | 68K | $90.16 | 8.72K |
| Q3 2020 | share | Decrease | -0.99% | -91 shares | 49K | $78.59 | 9.12K |
| Q2 2020 | share | Increase | +44.07% | 2.81K shares | 291K | $72.04 | 9.21K |
| Q1 2020 | share | Increase | +578.15% | 5.45K shares | 313K | $59.01 | 6.39K |
| Q4 2019 | share | Increase | +1.07% | 10 shares | 7K | $74.64 | 943 |
| Q3 2019 | share | Decrease | -5.47% | -54 shares | -4K | $68.53 | 933 |
| Q2 2019 | share | Increase | +1518.03% | 926 shares | 66K | $67.74 | 987 |
| Q4 2018 | share | Increase | +15.09% | 8 shares | 0 | $57.07 | 61 |
| Q3 2018 | share | Increase | 0.00% | 53 shares | 4K | $66.69 | 53 |