SUCCESSFUL PORTFOLIOS LLC – Schwab U.S. Broad Market ETF Transaction History
SUCCESSFUL PORTFOLIOS LLC portfolio value:
$6.19M
portfolio value
SUCCESSFUL PORTFOLIOS 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 | Decrease | -0.15% | -215 shares | -334K | $41.99 | 147.59K |
| Q2 2022 | share | Increase | +10.34% | 13.85K shares | -620K | $44.19 | 147.81K |
| Q1 2022 | share | Increase | +7.15% | 8.94K shares | 88K | $53.39 | 133.95K |
| Q4 2021 | share | Increase | +114.63% | 66.77K shares | 1.01M | $113.36 | 125.01K |
| Q3 2021 | share | Increase | +112.28% | 61.61K shares | 327K | $103.86 | 116.49K |
| Q2 2021 | share | Increase | +96.62% | 53.93K shares | 324K | $103.94 | 109.75K |
| Q1 2021 | share | Increase | +102.35% | 56.46K shares | 378K | $96.11 | 111.63K |
| Q4 2020 | share | Increase | +93.93% | 53.44K shares | 489K | $90.16 | 110.34K |
| Q3 2020 | share | Increase | +87.23% | 53.01K shares | 66K | $78.59 | 113.79K |
| Q2 2020 | share | Increase | +65.79% | 48.23K shares | 34K | $72.04 | 121.55K |
| Q1 2020 | share | Increase | +60.73% | 55.40K shares | -2.58M | $59.01 | 146.63K |
| Q4 2019 | share | Increase | +82.71% | 82.59K shares | -78K | $74.64 | 182.45K |
| Q3 2019 | share | Increase | +118.61% | 108.36K shares | 648K | $68.53 | 199.72K |
| Q2 2019 | share | Increase | +105.33% | 93.73K shares | 388K | $67.74 | 182.72K |
| Q1 2019 | share | Increase | +125.45% | 99.03K shares | 1.32M | $65.07 | 177.98K |
| Q4 2018 | share | Increase | +118.58% | 85.65K shares | -353K | $57.07 | 157.88K |
| Q3 2018 | share | Increase | +101.49% | 72.76K shares | 353K | $66.69 | 144.46K |
| Q2 2018 | share | Increase | +114.16% | 76.43K shares | 460K | $62.24 | 143.39K |
| Q1 2018 | share | Increase | +111.33% | 70.54K shares | 183K | $59.91 | 133.91K |
| Q4 2017 | share | Increase | 0.00% | 126.73K shares | 4.08M | $60.35 | 126.73K |