ZHANG FINANCIAL LLC – Schwab U.S. Large-Cap ETF Transaction History
ZHANG FINANCIAL LLC portfolio value:
$1.15M
portfolio value
ZHANG FINANCIAL LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.02% | -281 shares | -75K | $42.35 | 27.17K |
| Q2 2022 | share | Decrease | -40.28% | -18.51K shares | -1.24M | $44.66 | 27.45K |
| Q1 2022 | share | Increase | +118.31% | 24.91K shares | 1.27M | $53.85 | 45.97K |
| Q4 2021 | share | Increase | +8.70% | 843 shares | 190K | $114.22 | 10.52K |
| Q3 2021 | share | Increase | +40.23% | 2.77K shares | 290K | $104.03 | 9.68K |
| Q2 2021 | share | Increase | +143.55% | 4.07K shares | 446K | $103.64 | 6.90K |
| Q1 2021 | share | Increase | 0.00% | 2.83K shares | 272K | $95.42 | 2.83K |