S.E.E.D. PLANNING GROUP LLC – Schwab U.S. Broad Market ETF Transaction History
S.E.E.D. PLANNING GROUP LLC portfolio value:
$1.78M
portfolio value
S.E.E.D. PLANNING GROUP LLC 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 | +9.63% | 3.72K shares | 71K | $41.99 | 42.38K |
| Q2 2022 | share | Increase | +12.07% | 4.16K shares | -133K | $44.19 | 38.66K |
| Q1 2022 | share | Increase | +0.48% | 166 shares | -98K | $53.39 | 34.5K |
| Q4 2021 | share | Increase | +0.48% | 82 shares | 166K | $113.36 | 17.16K |
| Q3 2021 | share | Decrease | -5.45% | -985 shares | -110K | $103.86 | 17.08K |
| Q2 2021 | share | Decrease | -10.98% | -2.22K shares | -79K | $103.94 | 18.07K |
| Q1 2021 | share | Increase | +0.60% | 122 shares | 127K | $96.11 | 20.29K |
| Q4 2020 | share | Decrease | -3.01% | -627 shares | 179K | $90.16 | 20.17K |
| Q3 2020 | share | Decrease | -6.46% | -1.43K shares | 23K | $78.59 | 20.80K |
| Q2 2020 | share | Increase | +10.41% | 2.09K shares | 417K | $72.04 | 22.24K |
| Q1 2020 | share | Increase | +6.06% | 1.15K shares | -243K | $59.01 | 20.14K |
| Q4 2019 | share | Increase | 0.00% | 18.99K shares | 1.46M | $74.64 | 18.99K |