CAMPBELL WEALTH MANAGEMENT – Schwab U.S. Mid-Cap ETF Transaction History
CAMPBELL WEALTH MANAGEMENT portfolio value:
$14.75M
portfolio value
CAMPBELL WEALTH MANAGEMENT quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +6.48% | 14.82K shares | 394K | $60.53 | 243.68K |
Q2 2022 | share | Increase | +3.13% | 6.94K shares | -2.47M | $62.73 | 228.86K |
Q1 2022 | share | Increase | +0.55% | 1.22K shares | -915K | $75.86 | 221.91K |
Q4 2021 | share | Increase | 0.00% | 220.69K shares | 17.75M | $80.5 | 220.69K |
Q3 2021 | share | Decrease | -100.00% | -204.18K shares | -15.98M | $76.66 | 0 |
Q2 2021 | share | Decrease | -12.83% | -30.05K shares | -1.45M | $77.99 | 204.18K |
Q1 2021 | share | Increase | +2.61% | 5.95K shares | 1.87M | $73.97 | 234.23K |
Q4 2020 | share | Increase | +1.87% | 4.18K shares | 3.13M | $67.69 | 228.27K |
Q3 2020 | share | Increase | +2.82% | 6.15K shares | 965K | $54.81 | 224.09K |
Q2 2020 | share | Increase | +10.05% | 19.89K shares | 3.11M | $51.79 | 217.94K |
Q1 2020 | share | Decrease | -27.15% | -73.80K shares | -8.00M | $41.36 | 198.04K |
Q4 2019 | share | Increase | +5.82% | 14.95K shares | 1.82M | $58.73 | 271.85K |
Q3 2019 | share | Increase | +7.05% | 16.91K shares | 825K | $54.92 | 256.89K |
Q2 2019 | share | Increase | +8.10% | 17.99K shares | 1.40M | $55.23 | 239.97K |
Q1 2019 | share | Increase | +8.04% | 16.52K shares | 2.44M | $53.4 | 221.98K |
Q4 2018 | share | Increase | 0.00% | 205.46K shares | 9.84M | $46.07 | 205.46K |