STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Schwab U.S. Broad Market ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$3.93M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. 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 | -0.93% | -877 shares | -245K | $41.99 | 93.62K |
| Q2 2022 | share | Increase | +4.80% | 4.32K shares | -639K | $44.19 | 94.50K |
| Q1 2022 | share | Decrease | -1.74% | -1.59K shares | -371K | $53.39 | 90.17K |
| Q4 2021 | share | Decrease | -2.96% | -1.40K shares | 274K | $113.36 | 45.88K |
| Q3 2021 | share | Increase | +0.03% | 15 shares | -17K | $103.86 | 47.29K |
| Q2 2021 | share | Decrease | -0.13% | -61 shares | 351K | $103.94 | 47.27K |
| Q1 2021 | share | Increase | +0.72% | 339 shares | 302K | $96.11 | 47.33K |
| Q4 2020 | share | Increase | +0.65% | 304 shares | 557K | $90.16 | 46.99K |
| Q3 2020 | share | Decrease | -4.20% | -2.04K shares | 138K | $78.59 | 46.69K |
| Q2 2020 | share | Decrease | -2.48% | -1.24K shares | 561K | $72.04 | 48.73K |
| Q1 2020 | share | Decrease | -9.82% | -5.44K shares | -1.24M | $59.01 | 49.98K |
| Q4 2019 | share | Decrease | -1.91% | -1.07K shares | 248K | $74.64 | 55.42K |
| Q3 2019 | share | Decrease | -5.78% | -3.46K shares | -217K | $68.53 | 56.50K |
| Q2 2019 | share | Increase | +5.76% | 3.26K shares | 371K | $67.74 | 59.96K |
| Q1 2019 | share | Increase | +4.37% | 2.37K shares | 603K | $65.07 | 56.70K |
| Q4 2018 | share | Increase | 0.00% | 54.33K shares | 3.25M | $57.07 | 54.33K |