STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Schwab U.S. Large-Cap ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$6.90M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. 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 | Increase | +0.04% | 68 shares | -374K | $42.35 | 163.08K |
| Q2 2022 | share | Increase | +2.06% | 3.28K shares | -1.32M | $44.66 | 163.01K |
| Q1 2022 | share | Increase | +6.98% | 10.42K shares | 104K | $53.85 | 159.72K |
| Q4 2021 | share | Increase | +0.01% | 10 shares | 732K | $114.22 | 74.65K |
| Q3 2021 | share | Increase | +6.89% | 4.81K shares | 505K | $104.03 | 74.64K |
| Q2 2021 | share | Increase | +6.90% | 4.51K shares | 987K | $103.64 | 69.83K |
| Q1 2021 | share | Increase | +0.18% | 119 shares | 343K | $95.42 | 65.32K |
| Q4 2020 | share | Decrease | -0.09% | -56 shares | 668K | $90.1 | 65.20K |
| Q3 2020 | share | Increase | +1.49% | 959 shares | 497K | $79.55 | 65.25K |
| Q2 2020 | share | Decrease | -1.16% | -755 shares | 781K | $72.65 | 64.29K |
| Q1 2020 | share | Decrease | -11.42% | -8.39K shares | -1.65M | $59.81 | 65.05K |
| Q4 2019 | share | Increase | +0.84% | 615 shares | 475K | $74.57 | 73.44K |
| Q3 2019 | share | Increase | +0.35% | 253 shares | 72K | $68.44 | 72.82K |
| Q2 2019 | share | Increase | +3.38% | 2.37K shares | 348K | $67.41 | 72.57K |
| Q1 2019 | share | Increase | +16.09% | 9.73K shares | 1.13M | $64.64 | 70.20K |
| Q4 2018 | share | Increase | 0.00% | 60.46K shares | 3.61M | $56.83 | 60.46K |