FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – Schwab U.S. Large-Cap ETF Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$1.13M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 | Decrease | -14.85% | -4.73K shares | -293K | $42.35 | 27.15K |
| Q2 2022 | share | Decrease | -60.29% | -48.42K shares | -2.90M | $44.66 | 31.89K |
| Q1 2022 | share | Decrease | -3.32% | -2.75K shares | -402K | $53.85 | 80.31K |
| Q4 2021 | share | Decrease | -5.62% | -2.47K shares | 149K | $114.22 | 41.53K |
| Q3 2021 | share | Increase | +1.52% | 658 shares | 71K | $104.03 | 44.00K |
| Q2 2021 | share | Decrease | -15.11% | -7.71K shares | -170K | $103.64 | 43.35K |
| Q1 2021 | share | Increase | +0.98% | 496 shares | 102K | $95.42 | 51.06K |
| Q4 2020 | share | Decrease | -1.85% | -951 shares | 421K | $90.1 | 50.56K |
| Q3 2020 | share | Decrease | -12.95% | -7.66K shares | -232K | $79.55 | 51.52K |
| Q2 2020 | share | Increase | +2.84% | 1.63K shares | 861K | $72.65 | 59.18K |
| Q1 2020 | share | Decrease | -37.24% | -34.15K shares | -3.51M | $59.81 | 57.55K |
| Q4 2019 | share | Increase | +5.72% | 4.96K shares | 891K | $74.57 | 91.70K |
| Q3 2019 | share | Decrease | -45.79% | -73.25K shares | -5.07M | $68.44 | 86.74K |
| Q2 2019 | share | Increase | +3.09% | 4.79K shares | 737K | $67.41 | 160.00K |
| Q1 2019 | share | Increase | +2.54% | 3.84K shares | 1.45M | $64.64 | 155.21K |
| Q4 2018 | share | Decrease | -22.78% | -44.64K shares | -4.59M | $56.83 | 151.36K |
| Q3 2018 | share | Decrease | -1.04% | -2.05K shares | 729K | $65.87 | 196.01K |
| Q2 2018 | share | Decrease | -3.60% | -7.38K shares | -54K | $61.27 | 198.06K |
| Q1 2018 | share | Decrease | -0.72% | -1.48K shares | -239K | $59.2 | 205.45K |
| Q4 2017 | share | Increase | 0.00% | 206.94K shares | 13.19M | $59.61 | 206.94K |