FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – Schwab U.S. Large-Cap Value ETF Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$3.93M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 | Decrease | -12.06% | -9.27K shares | -860K | $58.51 | 67.62K |
| Q2 2022 | share | Increase | +4.47% | 3.28K shares | -455K | $62.42 | 76.89K |
| Q1 2022 | share | Increase | +8.87% | 5.99K shares | 304K | $71.39 | 73.60K |
| Q4 2021 | share | Increase | +10.36% | 6.34K shares | 816K | $73.15 | 67.61K |
| Q3 2021 | share | Increase | +15.87% | 8.38K shares | 519K | $67.48 | 61.26K |
| Q2 2021 | share | Increase | +11.76% | 5.56K shares | 532K | $68.01 | 52.87K |
| Q1 2021 | share | Increase | +31.68% | 11.38K shares | 932K | $64.61 | 47.31K |
| Q4 2020 | share | Increase | +18.80% | 5.68K shares | 572K | $58.65 | 35.93K |
| Q3 2020 | share | Increase | +13.11% | 3.50K shares | 239K | $51.09 | 30.24K |
| Q2 2020 | share | Decrease | -9.90% | -2.93K shares | 26K | $48.43 | 26.74K |
| Q1 2020 | share | Decrease | -28.24% | -11.67K shares | -1.17M | $42.48 | 29.68K |
| Q4 2019 | share | Increase | +4.42% | 1.75K shares | 240K | $57.12 | 41.35K |
| Q3 2019 | share | Increase | +24.12% | 7.69K shares | 456K | $53.35 | 39.60K |
| Q2 2019 | share | Increase | +54.20% | 11.21K shares | 658K | $52.41 | 31.91K |
| Q1 2019 | share | Increase | 0.00% | 20.69K shares | 1.13M | $50.74 | 20.69K |