SELECTIVE WEALTH MANAGEMENT, INC. – Schwab U.S. Small-Cap ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$424,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.92% | -705 shares | -40K | $37.8 | 11.20K |
| Q2 2022 | share | Increase | +607.78% | 10.22K shares | 384K | $38.99 | 11.91K |
| Q1 2022 | share | Increase | +22.85% | 313 shares | 10K | $47.36 | 1.68K |
| Q4 2021 | share | Increase | +0.59% | 4 shares | 2K | $102.53 | 685 |
| Q3 2021 | share | Increase | +0.59% | 4 shares | -3K | $100.1 | 681 |
| Q2 2021 | share | Decrease | -9.37% | -70 shares | -3K | $103.88 | 677 |
| Q1 2021 | share | Increase | +0.27% | 2 shares | 8K | $99.17 | 747 |
| Q4 2020 | share | Decrease | -20.91% | -197 shares | 2K | $88.35 | 745 |
| Q3 2020 | share | Increase | +0.43% | 4 shares | 3K | $67.59 | 942 |
| Q2 2020 | share | Increase | +0.21% | 2 shares | 13K | $64.37 | 938 |
| Q1 2020 | share | Decrease | -39.81% | -619 shares | -70K | $50.66 | 936 |
| Q4 2019 | share | Decrease | -23.77% | -485 shares | -24K | $74.03 | 1.55K |
| Q3 2019 | share | Increase | 0.00% | 2.04K shares | 142K | $67.9 | 2.04K |
| Q1 2019 | share | Decrease | -100.00% | -1.31K shares | -100K | $67.61 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.31K shares | 100K | $73.07 | 1.31K |