FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$2.03M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 | Increase | +6.16% | 2.81K shares | 18K | $41.99 | 48.39K |
| Q2 2022 | share | Decrease | -21.04% | -12.14K shares | -1.06M | $44.19 | 45.58K |
| Q1 2022 | share | Increase | +18.37% | 8.96K shares | 331K | $53.39 | 57.73K |
| Q4 2021 | share | Increase | +4.78% | 1.11K shares | 334K | $113.36 | 24.38K |
| Q3 2021 | share | Increase | +15.35% | 3.09K shares | 313K | $103.86 | 23.27K |
| Q2 2021 | share | Decrease | -6.45% | -1.39K shares | 18K | $103.94 | 20.17K |
| Q1 2021 | share | Increase | +4.57% | 942 shares | 209K | $96.11 | 21.56K |
| Q4 2020 | share | Increase | +11.76% | 2.17K shares | 407K | $90.16 | 20.62K |
| Q3 2020 | share | Decrease | -0.52% | -97 shares | 107K | $78.59 | 18.45K |
| Q2 2020 | share | Decrease | -24.23% | -5.93K shares | -116K | $72.04 | 18.55K |
| Q1 2020 | share | Increase | +1.36% | 329 shares | -378K | $59.01 | 24.48K |
| Q4 2019 | share | Increase | +34.99% | 6.26K shares | 586K | $74.64 | 24.15K |
| Q3 2019 | share | Increase | +59.43% | 6.67K shares | 479K | $68.53 | 17.89K |
| Q2 2019 | share | Increase | +204.89% | 7.54K shares | 541K | $67.74 | 11.22K |
| Q1 2019 | share | Increase | 0.00% | 3.68K shares | 251K | $65.07 | 3.68K |
| Q4 2018 | share | Decrease | -100.00% | -5.01K shares | -353K | $57.07 | 0 |
| Q3 2018 | share | Increase | +50.87% | 1.69K shares | 133K | $66.69 | 5.01K |
| Q2 2018 | share | Increase | +0.18% | 6 shares | 8K | $62.24 | 3.32K |
| Q1 2018 | share | Increase | +0.18% | 6 shares | -2K | $59.91 | 3.32K |
| Q4 2017 | share | Increase | 0.00% | 3.31K shares | 214K | $60.35 | 3.31K |