STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – Schwab U.S. Small-Cap ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$5.99M
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.92% | -1.47K shares | -246K | $37.8 | 158.70K |
| Q2 2022 | share | Increase | +0.49% | 780 shares | -1.30M | $38.99 | 160.18K |
| Q1 2022 | share | Increase | +2.44% | 3.80K shares | -418K | $47.36 | 159.4K |
| Q4 2021 | share | Increase | +1.11% | 857 shares | 265K | $102.53 | 77.79K |
| Q3 2021 | share | Increase | +8.61% | 6.09K shares | 321K | $100.1 | 76.94K |
| Q2 2021 | share | Increase | +9.19% | 5.96K shares | 914K | $103.88 | 70.84K |
| Q1 2021 | share | Increase | +3.27% | 2.05K shares | 875K | $99.17 | 64.88K |
| Q4 2020 | share | Increase | +6.24% | 3.68K shares | 1.55M | $88.35 | 62.83K |
| Q3 2020 | share | Increase | +14.34% | 7.41K shares | 661K | $67.59 | 59.14K |
| Q2 2020 | share | Decrease | -20.03% | -12.95K shares | 47K | $64.37 | 51.72K |
| Q1 2020 | share | Increase | +53.50% | 22.54K shares | 145K | $50.66 | 64.68K |
| Q4 2019 | share | Increase | +3.43% | 1.39K shares | 347K | $74.03 | 42.14K |
| Q3 2019 | share | Increase | +5.19% | 2.01K shares | 72K | $67.9 | 40.74K |
| Q2 2019 | share | Increase | +10.14% | 3.56K shares | 310K | $69.35 | 38.73K |
| Q1 2019 | share | Increase | +64.06% | 13.73K shares | 1.15M | $67.61 | 35.16K |
| Q4 2018 | share | Increase | 0.00% | 21.43K shares | 1.30M | $58.53 | 21.43K |