TOTAL WEALTH PLANNING, LLC – Schwab U.S. Mid-Cap ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$250,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -69.87% | -9.59K shares | -611K | $60.53 | 4.13K |
| Q2 2022 | share | Decrease | -30.20% | -5.94K shares | -632K | $62.73 | 13.73K |
| Q1 2022 | share | Increase | 0.00% | 19.67K shares | 1.49M | $75.86 | 19.67K |