YOUNGS ADVISORY GROUP, INC. – Schwab U.S. Mid-Cap ETF Transaction History
YOUNGS ADVISORY GROUP, INC. portfolio value:
$7.01M
portfolio value
YOUNGS ADVISORY GROUP, INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.85% | 2.10K shares | -124K | $60.53 | 115.89K |
| Q2 2022 | share | Increase | +12.57% | 12.70K shares | -530K | $62.73 | 113.79K |
| Q1 2022 | share | Increase | +17.84% | 15.30K shares | 769K | $75.86 | 101.09K |
| Q4 2021 | share | Increase | +26.07% | 17.73K shares | 1.68M | $80.5 | 85.79K |
| Q3 2021 | share | Increase | +499.05% | 56.69K shares | 4.32M | $76.66 | 68.05K |
| Q2 2021 | share | Increase | +172.42% | 7.19K shares | 579K | $77.99 | 11.36K |
| Q1 2021 | share | 0.00% | 0 shares | 26K | $73.97 | 4.17K | |
| Q4 2020 | share | 0.00% | 0 shares | 52K | $67.69 | 4.17K | |
| Q3 2020 | share | 0.00% | 0 shares | 13K | $54.81 | 4.17K | |
| Q2 2020 | share | Increase | 0.00% | 4.17K shares | 219K | $51.79 | 4.17K |
| Q1 2020 | share | Decrease | -100.00% | -4.05K shares | -244K | $41.36 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 15K | $58.73 | 4.05K | |
| Q3 2019 | share | 0.00% | 0 shares | -2K | $54.92 | 4.05K | |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $55.23 | 4.05K | |
| Q1 2019 | share | Increase | 0.00% | 4.05K shares | 224K | $53.4 | 4.05K |
| Q4 2018 | share | Decrease | -100.00% | -4.14K shares | -240K | $46.07 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | 12K | $55.32 | 4.14K | |
| Q2 2018 | share | 0.00% | 0 shares | 9K | $52.33 | 4.14K | |
| Q1 2018 | share | Decrease | -3.83% | -165 shares | -11K | $50.29 | 4.14K |
| Q4 2017 | share | Increase | 0.00% | 4.31K shares | 230K | $50.51 | 4.31K |