GEOWEALTH MANAGEMENT, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$331,000
portfolio value
GEOWEALTH MANAGEMENT, 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 | Increase | +53.18% | 2.41K shares | 99K | $47.76 | 6.94K |
Q2 2022 | share | Decrease | -39.04% | -2.90K shares | -202K | $50.9 | 4.53K |
Q1 2022 | share | Increase | 0.00% | 7.43K shares | 434K | $58.5 | 7.43K |