RETIREMENT GROUP, LLC – Schwab U.S. Mid-Cap ETF Transaction History
RETIREMENT GROUP, LLC portfolio value:
$82,000
portfolio value
RETIREMENT GROUP, LLC 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 | Decrease | -25.40% | -463 shares | -32K | $60.53 | 1.36K |
| Q2 2022 | share | Decrease | -47.45% | -1.64K shares | -149K | $62.73 | 1.82K |
| Q1 2022 | share | Decrease | -4.09% | -148 shares | -28K | $75.86 | 3.46K |
| Q4 2021 | share | Increase | +0.08% | 3 shares | 14K | $80.5 | 3.61K |
| Q3 2021 | share | Decrease | -2.61% | -97 shares | -13K | $76.66 | 3.61K |
| Q2 2021 | share | Decrease | -6.85% | -273 shares | -7K | $77.99 | 3.71K |
| Q1 2021 | share | Decrease | -1.80% | -73 shares | 21K | $73.97 | 3.98K |
| Q4 2020 | share | Decrease | -6.84% | -298 shares | 34K | $67.69 | 4.05K |
| Q3 2020 | share | Increase | +0.05% | 2 shares | 13K | $54.81 | 4.35K |
| Q2 2020 | share | Increase | +22.69% | 805 shares | 16K | $51.79 | 4.35K |
| Q4 2019 | share | Increase | 0.00% | 3.54K shares | 213K | $58.73 | 3.54K |