HIGHLAND PRIVATE WEALTH MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
HIGHLAND PRIVATE WEALTH MANAGEMENT portfolio value:
$241,000
portfolio value
HIGHLAND PRIVATE WEALTH MANAGEMENT quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $41.99 | 5.74K | |
| Q2 2022 | share | 0.00% | 0 shares | -53K | $44.19 | 5.74K | |
| Q1 2022 | share | Decrease | -31.31% | -2.62K shares | -166K | $53.39 | 5.74K |
| Q4 2021 | share | Increase | +0.02% | 1 shares | 38K | $113.36 | 4.18K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $103.86 | 4.18K | |
| Q2 2021 | share | Increase | +2.90% | 118 shares | 43K | $103.94 | 4.18K |
| Q1 2021 | share | Increase | +41.57% | 1.19K shares | 132K | $96.11 | 4.06K |
| Q4 2020 | share | 0.00% | 0 shares | 32K | $90.16 | 2.87K | |
| Q3 2020 | share | 0.00% | 0 shares | 18K | $78.59 | 2.87K | |
| Q2 2020 | share | Increase | 0.00% | 2.87K shares | 211K | $72.04 | 2.87K |