SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Schwab U.S. Mid-Cap ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$3.81M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | +3.27% | 1.99K shares | -14K | $60.53 | 63.06K |
| Q2 2022 | share | Increase | +9.86% | 5.48K shares | -386K | $62.73 | 61.06K |
| Q1 2022 | share | Increase | +3.23% | 1.74K shares | -114K | $75.86 | 55.58K |
| Q4 2021 | share | Increase | +2.70% | 1.41K shares | 312K | $80.5 | 53.84K |
| Q3 2021 | share | Increase | +1.72% | 885 shares | -15K | $76.66 | 52.43K |
| Q2 2021 | share | Increase | +2.74% | 1.37K shares | 300K | $77.99 | 51.54K |
| Q1 2021 | share | Increase | +1.23% | 612 shares | 355K | $73.97 | 50.17K |
| Q4 2020 | share | Increase | +1.55% | 756 shares | 671K | $67.69 | 49.56K |
| Q3 2020 | share | Increase | +0.51% | 248 shares | 153K | $54.81 | 48.80K |
| Q2 2020 | share | Increase | +5.24% | 2.41K shares | 610K | $51.79 | 48.55K |
| Q1 2020 | share | Decrease | -17.69% | -9.91K shares | -1.42M | $41.36 | 46.13K |
| Q4 2019 | share | Increase | +15.46% | 7.50K shares | 626K | $58.73 | 56.05K |
| Q3 2019 | share | Increase | +4.98% | 2.30K shares | 105K | $54.92 | 48.54K |
| Q2 2019 | share | Increase | +15.30% | 6.13K shares | 418K | $55.23 | 46.24K |
| Q1 2019 | share | Increase | +28.45% | 8.88K shares | 725K | $53.4 | 40.10K |
| Q4 2018 | share | Increase | +157.19% | 19.08K shares | 795K | $46.07 | 31.22K |
| Q3 2018 | share | Increase | +5.49% | 632 shares | 70K | $55.32 | 12.14K |
| Q2 2018 | share | Increase | +23.29% | 2.17K shares | 138K | $52.33 | 11.50K |
| Q1 2018 | share | Increase | 0.00% | 9.33K shares | 494K | $50.29 | 9.33K |