SELECTIVE WEALTH MANAGEMENT, INC. – Schwab U.S. Broad Market ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$75,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-4.98%
quarter
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 | +149.79% | 1.06K shares | 44K | $41.99 | 1.77K |
| Q2 2022 | share | Increase | +0.42% | 3 shares | -7K | $44.19 | 711 |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $53.39 | 708 | |
| Q4 2021 | share | Increase | 0.00% | 354 shares | 40K | $113.36 | 354 |
| Q2 2021 | share | Decrease | -100.00% | -301 shares | -29K | $103.94 | 0 |
| Q1 2021 | share | Increase | +0.33% | 1 shares | 2K | $96.11 | 301 |
| Q4 2020 | share | Increase | +0.33% | 1 shares | 3K | $90.16 | 300 |
| Q3 2020 | share | Increase | +0.67% | 2 shares | 2K | $78.59 | 299 |
| Q2 2020 | share | Decrease | -13.16% | -45 shares | 1K | $72.04 | 297 |
| Q1 2020 | share | Decrease | -60.42% | -522 shares | -45K | $59.01 | 342 |
| Q4 2019 | share | Increase | +1.17% | 10 shares | 5K | $74.64 | 864 |
| Q3 2019 | share | Increase | 0.00% | 854 shares | 61K | $68.53 | 854 |