HERITAGE FINANCIAL SERVICES, LLC – Schwab U.S. Large-Cap ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$283,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC 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 | 0.00% | 0 shares | -16K | $42.35 | 6.7K | |
| Q2 2022 | share | Increase | 0.00% | 6.7K shares | 299K | $44.66 | 6.7K |