ZHANG FINANCIAL LLC – Schwab U.S. Broad Market ETF Transaction History
ZHANG FINANCIAL LLC portfolio value:
$6.62M
portfolio value
ZHANG FINANCIAL 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 | +8.96% | 12.97K shares | 226K | $41.99 | 157.66K |
| Q2 2022 | share | Increase | +4.44% | 6.14K shares | -1.00M | $44.19 | 144.69K |
| Q1 2022 | share | Increase | +33.51% | 34.77K shares | 1.53M | $53.39 | 138.55K |
| Q4 2021 | share | Increase | +40.97% | 15.07K shares | 2.04M | $113.36 | 51.88K |
| Q3 2021 | share | Increase | +3.38% | 1.20K shares | 110K | $103.86 | 36.80K |
| Q2 2021 | share | Decrease | -3.37% | -1.24K shares | 95K | $103.94 | 35.60K |
| Q1 2021 | share | Increase | +2.85% | 1.02K shares | 340K | $96.11 | 36.84K |
| Q4 2020 | share | Decrease | -4.08% | -1.52K shares | 250K | $90.16 | 35.82K |
| Q3 2020 | share | Decrease | -5.46% | -2.15K shares | 79K | $78.59 | 37.34K |
| Q2 2020 | share | Decrease | -6.71% | -2.84K shares | 284K | $72.04 | 39.50K |
| Q1 2020 | share | Increase | +0.16% | 67 shares | -623K | $59.01 | 42.34K |
| Q4 2019 | share | Decrease | -5.42% | -2.42K shares | 105K | $74.64 | 42.28K |
| Q3 2019 | share | Decrease | -3.54% | -1.64K shares | -85K | $68.53 | 44.70K |
| Q2 2019 | share | Decrease | -5.50% | -2.69K shares | -69K | $67.74 | 46.34K |
| Q1 2019 | share | Increase | +17.03% | 7.13K shares | 826K | $65.07 | 49.04K |
| Q4 2018 | share | Increase | 0.00% | 41.90K shares | 2.51M | $57.07 | 41.90K |