STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Schwab U.S. Mid-Cap ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$6.26M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. 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 | +1.40% | 1.42K shares | -138K | $60.53 | 103.49K |
| Q2 2022 | share | Increase | +4.45% | 4.35K shares | -1.01M | $62.73 | 102.06K |
| Q1 2022 | share | Increase | +1.58% | 1.52K shares | -324K | $75.86 | 97.71K |
| Q4 2021 | share | Decrease | -1.10% | -1.06K shares | 280K | $80.5 | 96.18K |
| Q3 2021 | share | Increase | +8.08% | 7.26K shares | 413K | $76.66 | 97.25K |
| Q2 2021 | share | Increase | +9.02% | 7.44K shares | 900K | $77.99 | 89.98K |
| Q1 2021 | share | Increase | +5.96% | 4.64K shares | 832K | $73.97 | 82.54K |
| Q4 2020 | share | Increase | +7.06% | 5.13K shares | 1.27M | $67.69 | 77.9K |
| Q3 2020 | share | Increase | +12.01% | 7.8K shares | 619K | $54.81 | 72.76K |
| Q2 2020 | share | Decrease | -9.70% | -6.97K shares | 385K | $51.79 | 64.96K |
| Q1 2020 | share | Increase | +12.35% | 7.90K shares | -818K | $41.36 | 71.93K |
| Q4 2019 | share | Increase | +2.63% | 1.64K shares | 324K | $58.73 | 64.03K |
| Q3 2019 | share | Increase | +4.83% | 2.87K shares | 129K | $54.92 | 62.38K |
| Q2 2019 | share | Increase | +2.99% | 1.72K shares | 197K | $55.23 | 59.51K |
| Q1 2019 | share | Increase | +37.82% | 15.85K shares | 1.19M | $53.4 | 57.78K |
| Q4 2018 | share | Increase | 0.00% | 41.92K shares | 2.01M | $46.07 | 41.92K |