BURT WEALTH ADVISORS – Schwab Fundamental U.S. Large Company Index ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$10.15M
portfolio value
BURT WEALTH ADVISORS 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 | +1.15% | 2.41K shares | -545K | $47.76 | 212.65K |
| Q2 2022 | share | Decrease | -0.55% | -1.17K shares | -1.66M | $50.9 | 210.23K |
| Q1 2022 | share | Increase | +10.12% | 19.42K shares | 1.11M | $58.5 | 211.40K |
| Q4 2021 | share | Increase | +10.40% | 18.08K shares | 1.87M | $58.61 | 191.97K |
| Q3 2021 | share | Increase | +6.77% | 11.02K shares | 469K | $53.95 | 173.89K |
| Q2 2021 | share | Increase | +3.49% | 5.49K shares | 780K | $54.47 | 162.86K |
| Q1 2021 | share | Increase | +4.29% | 6.47K shares | 1.29M | $51.22 | 157.37K |
| Q4 2020 | share | Increase | +7.12% | 10.03K shares | 1.37M | $44.71 | 150.90K |
| Q3 2020 | share | Increase | +4.90% | 6.58K shares | 509K | $38.04 | 140.87K |
| Q2 2020 | share | Increase | +48.57% | 43.9K shares | 2.11M | $35.87 | 134.28K |
| Q1 2020 | share | Increase | +22.45% | 16.56K shares | -319K | $30.3 | 90.38K |
| Q4 2019 | share | Increase | +25.85% | 15.16K shares | 831K | $40.97 | 73.82K |
| Q3 2019 | share | Increase | +5.85% | 3.24K shares | 153K | $37.69 | 58.65K |
| Q2 2019 | share | Increase | +11.47% | 5.70K shares | 281K | $37.07 | 55.41K |
| Q1 2019 | share | Increase | +1400.91% | 46.39K shares | 1.77M | $35.76 | 49.71K |
| Q4 2018 | share | Decrease | -6.04% | -213 shares | -27K | $31.85 | 3.31K |
| Q3 2018 | share | Increase | 0.00% | 3.52K shares | 140K | $36.96 | 3.52K |