STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Schwab U.S. Large-Cap Value ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$431,000
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.27% | 686 shares | 14K | $58.51 | 7.36K |
| Q2 2022 | share | Increase | +2.30% | 150 shares | -49K | $62.42 | 6.68K |
| Q1 2022 | share | Increase | +15.53% | 878 shares | 52K | $71.39 | 6.53K |
| Q4 2021 | share | 0.00% | 0 shares | 32K | $73.15 | 5.65K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $67.48 | 5.65K | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $68.01 | 5.65K | |
| Q1 2021 | share | 0.00% | 0 shares | 32K | $64.61 | 5.65K | |
| Q4 2020 | share | 0.00% | 0 shares | 42K | $58.65 | 5.65K | |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $51.09 | 5.65K | |
| Q2 2020 | share | 0.00% | 0 shares | 33K | $48.43 | 5.65K | |
| Q1 2020 | share | Increase | 0.00% | 5.65K shares | 250K | $42.48 | 5.65K |