SUMMIT FINANCIAL, LLC – Schwab U.S. Mid-Cap ETF Transaction History
SUMMIT FINANCIAL, LLC portfolio value:
$640,898
portfolio value
SUMMIT FINANCIAL, 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 | Increase | +0.31% | 33 shares | -21.21K | $60.53 | 10.58K |
| Q2 2022 | share | Decrease | -12.93% | -1.56K shares | -257.52K | $62.73 | 10.55K |
| Q1 2022 | share | Increase | +0.27% | 33 shares | -53.93K | $75.86 | 12.12K |
| Q4 2021 | share | Decrease | -2.22% | -274 shares | 25.77K | $80.5 | 12.09K |
| Q3 2021 | share | Increase | +0.64% | 79 shares | -13.78K | $76.66 | 12.36K |
| Q2 2021 | share | Increase | +40.71% | 3.55K shares | 311.70K | $77.99 | 12.28K |
| Q1 2021 | share | Increase | +50.95% | 2.94K shares | 255.18K | $73.97 | 8.73K |
| Q4 2020 | share | Increase | 0.00% | 5.78K shares | 394.68K | $67.69 | 5.78K |