ULLMANN WEALTH PARTNERS GROUP, LLC – Schwab U.S. Broad Market ETF Transaction History
ULLMANN WEALTH PARTNERS GROUP, LLC portfolio value:
$770,000
portfolio value
ULLMANN WEALTH PARTNERS GROUP, LLC 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 | Increase | +0.01% | 2 shares | -40K | $41.99 | 18.33K |
| Q2 2022 | share | 0.00% | 0 shares | -169K | $44.19 | 18.33K | |
| Q1 2022 | share | 0.00% | 0 shares | -57K | $53.39 | 18.33K | |
| Q4 2021 | share | 0.00% | 0 shares | 84K | $113.36 | 9.16K | |
| Q3 2021 | share | Increase | +9.26% | 777 shares | 77K | $103.86 | 9.16K |
| Q2 2021 | share | 0.00% | 0 shares | 64K | $103.94 | 8.38K | |
| Q1 2021 | share | Increase | 0.00% | 8.38K shares | 811K | $96.11 | 8.38K |