YOUNGS ADVISORY GROUP, INC. – Schwab U.S. Small-Cap ETF Transaction History
YOUNGS ADVISORY GROUP, INC. portfolio value:
$5.06M
portfolio value
YOUNGS ADVISORY GROUP, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.70% | 15.09K shares | 430K | $37.8 | 133.95K |
| Q2 2022 | share | Decrease | -30.57% | -52.34K shares | -3.47M | $38.99 | 118.86K |
| Q1 2022 | share | Increase | +17.86% | 25.93K shares | 670K | $47.36 | 171.20K |
| Q4 2021 | share | Increase | +29.94% | 16.73K shares | 1.84M | $102.53 | 72.63K |
| Q3 2021 | share | Increase | +644.82% | 48.39K shares | 4.81M | $100.1 | 55.89K |
| Q2 2021 | share | Increase | 0.00% | 7.50K shares | 782K | $103.88 | 7.50K |
| Q2 2020 | share | Decrease | -100.00% | -10.65K shares | -549K | $64.37 | 0 |
| Q1 2020 | share | Decrease | -6.16% | -700 shares | -310K | $50.66 | 10.65K |
| Q4 2019 | share | Decrease | -8.76% | -1.09K shares | -9K | $74.03 | 11.35K |
| Q3 2019 | share | Decrease | -67.34% | -25.65K shares | -1.85M | $67.9 | 12.44K |
| Q2 2019 | share | Decrease | -41.56% | -27.10K shares | -1.83M | $69.35 | 38.10K |
| Q1 2019 | share | Decrease | -45.56% | -54.56K shares | -2.70M | $67.61 | 65.20K |
| Q4 2018 | share | Decrease | -6.07% | -7.73K shares | -2.44M | $58.53 | 119.76K |
| Q3 2018 | share | Decrease | -3.75% | -4.96K shares | -34K | $73.07 | 127.50K |
| Q2 2018 | share | Decrease | -0.65% | -873 shares | 528K | $70.37 | 132.46K |
| Q1 2018 | share | Increase | +0.55% | 727 shares | -30K | $65.97 | 133.34K |
| Q4 2017 | share | Increase | +1.92% | 2.50K shares | 482K | $66.36 | 132.61K |
| Q3 2017 | share | Decrease | -1.64% | -2.16K shares | 312K | $63.81 | 130.11K |
| Q2 2017 | share | Increase | +0.70% | 917 shares | 181K | $60.38 | 132.27K |
| Q1 2017 | share | Decrease | -1.85% | -2.47K shares | 45K | $59.31 | 131.36K |
| Q4 2016 | share | Decrease | -8.15% | -11.87K shares | -158K | $57.74 | 133.83K |
| Q3 2016 | share | Decrease | -15.78% | -27.29K shares | -962K | $53.73 | 145.71K |
| Q2 2016 | share | Decrease | -2.32% | -4.11K shares | 130K | $50.28 | 173.01K |
| Q1 2016 | share | Increase | +5.01% | 8.44K shares | 432K | $48.3 | 177.12K |