CERTIFIED ADVISORY CORP – Schwab U.S. Broad Market ETF Transaction History
CERTIFIED ADVISORY CORP portfolio value:
$243,000
portfolio value
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 | 0.00% | 5.77K shares | 243K | $41.99 | 5.77K |
| Q2 2021 | share | Decrease | -100.00% | -661 shares | -64K | $103.94 | 0 |
| Q1 2021 | share | Increase | +12.80% | 75 shares | 21K | $96.11 | 661 |
| Q2 2020 | share | 0.00% | 0 shares | 8K | $72.04 | 586 | |
| Q1 2020 | share | Decrease | -23.50% | -180 shares | -24K | $59.01 | 586 |
| Q4 2019 | share | Increase | +0.39% | 3 shares | 5K | $74.64 | 766 |
| Q3 2019 | share | Increase | +0.39% | 3 shares | 0 | $68.53 | 763 |
| Q2 2019 | share | 0.00% | 0 shares | 2K | $67.74 | 760 | |
| Q1 2019 | share | Decrease | -36.13% | -430 shares | -19K | $65.07 | 760 |
| Q4 2018 | share | Increase | +0.17% | 2 shares | -13K | $57.07 | 1.19K |
| Q3 2018 | share | Increase | +0.17% | 2 shares | 6K | $66.69 | 1.18K |
| Q2 2018 | share | Increase | +116.82% | 639 shares | 44K | $62.24 | 1.18K |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $59.91 | 547 | |
| Q4 2017 | share | Increase | 0.00% | 547 shares | 35K | $60.35 | 547 |