SHEAFF BROCK INVESTMENT ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
SHEAFF BROCK INVESTMENT ADVISORS, LLC portfolio value:
$534,000
portfolio value
SHEAFF BROCK INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -29K | $42.35 | 12.6K | |
| Q2 2022 | share | 0.00% | 0 shares | -116K | $44.66 | 12.6K | |
| Q1 2022 | share | 0.00% | 0 shares | -38K | $53.85 | 12.6K | |
| Q4 2021 | share | 0.00% | 0 shares | 62K | $114.22 | 6.3K | |
| Q3 2021 | share | Increase | +34.04% | 1.6K shares | 166K | $104.03 | 6.3K |
| Q2 2021 | share | Increase | 0.00% | 4.7K shares | 489K | $103.64 | 4.7K |