SELECTIVE WEALTH MANAGEMENT, INC. – Schwab U.S. Mid-Cap ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$693,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | -7.53% | -932 shares | -83K | $60.53 | 11.44K |
| Q2 2022 | share | Increase | +6279.38% | 12.18K shares | 761K | $62.73 | 12.37K |
| Q1 2022 | share | Increase | 0.00% | 194 shares | 15K | $75.86 | 194 |