ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$1.55M
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC 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 | Increase | +158.29% | 25.13K shares | 931K | $37.8 | 41.01K |
| Q2 2022 | share | Decrease | -5.70% | -960 shares | -178K | $38.99 | 15.87K |
| Q1 2022 | share | Increase | 0.00% | 16.83K shares | 797K | $47.36 | 16.83K |