PETERSON WEALTH ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$3.08M
portfolio value
PETERSON WEALTH ADVISORS, LLC 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 | +68.42% | 20.70K shares | 1.18M | $60.53 | 50.97K |
| Q2 2022 | share | Increase | +7.43% | 2.09K shares | -239K | $62.73 | 30.26K |
| Q1 2022 | share | Decrease | -0.22% | -62 shares | -134K | $75.86 | 28.17K |
| Q4 2021 | share | Decrease | -1.50% | -430 shares | 74K | $80.5 | 28.23K |
| Q3 2021 | share | Increase | +4.73% | 1.29K shares | 55K | $76.66 | 28.66K |
| Q2 2021 | share | Decrease | -3.89% | -1.10K shares | 23K | $77.99 | 27.36K |
| Q1 2021 | share | Decrease | -0.34% | -96 shares | 171K | $73.97 | 28.47K |
| Q4 2020 | share | Decrease | -0.02% | -5 shares | 363K | $67.69 | 28.57K |
| Q3 2020 | share | Decrease | -0.23% | -67 shares | 78K | $54.81 | 28.57K |
| Q2 2020 | share | Increase | +116.43% | 15.40K shares | 949K | $51.79 | 28.64K |
| Q1 2020 | share | Increase | 0.00% | 13.23K shares | 558K | $41.36 | 13.23K |