SHAKESPEARE WEALTH MANAGEMENT, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$0
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -3.34K shares | -210K | $58.51 | 0 |
| Q2 2022 | share | 0.00% | 0 shares | -29K | $62.42 | 3.34K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $71.39 | 3.34K | |
| Q4 2021 | share | Increase | 0.00% | 3.34K shares | 245K | $73.15 | 3.34K |