RIVER WEALTH ADVISORS LLC – Schwab U.S. Large-Cap ETF Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$321,000
portfolio value
RIVER WEALTH ADVISORS 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 | -34.21% | -3.94K shares | -194K | $42.35 | 7.58K |
| Q2 2022 | share | Increase | +16.67% | 1.64K shares | -17K | $44.66 | 11.52K |
| Q1 2022 | share | Increase | +4.73% | 446 shares | -5K | $53.85 | 9.88K |
| Q4 2021 | share | Decrease | -14.68% | -812 shares | -38K | $114.22 | 4.71K |
| Q3 2021 | share | Decrease | -3.78% | -217 shares | -23K | $104.03 | 5.53K |
| Q2 2021 | share | Decrease | -6.84% | -422 shares | 6K | $103.64 | 5.74K |
| Q1 2021 | share | Increase | +18.34% | 956 shares | 118K | $95.42 | 6.16K |
| Q4 2020 | share | Increase | +0.66% | 34 shares | 56K | $90.1 | 5.21K |
| Q3 2020 | share | Increase | +3.58% | 179 shares | 47K | $79.55 | 5.17K |
| Q2 2020 | share | Increase | +13.69% | 602 shares | 102K | $72.65 | 5K |
| Q1 2020 | share | Increase | +6.80% | 280 shares | -47K | $59.81 | 4.39K |
| Q4 2019 | share | Increase | +3.23% | 129 shares | 33K | $74.57 | 4.11K |
| Q3 2019 | share | Increase | +3.93% | 151 shares | 14K | $68.44 | 3.98K |
| Q2 2019 | share | Increase | +12.12% | 415 shares | 38K | $67.41 | 3.83K |
| Q1 2019 | share | Decrease | -13.91% | -553 shares | -6K | $64.64 | 3.42K |
| Q4 2018 | share | Increase | +15.35% | 529 shares | -3K | $56.83 | 3.97K |
| Q3 2018 | share | Increase | +6.92% | 223 shares | 31K | $65.87 | 3.44K |
| Q2 2018 | share | Increase | 0.00% | 3.22K shares | 209K | $61.27 | 3.22K |
| Q4 2016 | share | Decrease | -100.00% | -4.49K shares | -232K | $48.89 | 0 |
| Q3 2016 | share | Increase | 0.00% | 4.49K shares | 232K | $47.07 | 4.49K |