ZHANG FINANCIAL LLC – Schwab U.S. Large-Cap Value ETF Transaction History
ZHANG FINANCIAL LLC portfolio value:
$665,000
portfolio value
ZHANG FINANCIAL LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.56% | 63 shares | -41K | $58.51 | 11.36K |
| Q2 2022 | share | Increase | +11.80% | 1.19K shares | -16K | $62.42 | 11.30K |
| Q1 2022 | share | Increase | +240.63% | 7.14K shares | 505K | $71.39 | 10.11K |
| Q4 2021 | share | Increase | 0.00% | 2.96K shares | 217K | $73.15 | 2.96K |
| Q3 2021 | share | Decrease | -100.00% | -2.93K shares | -201K | $67.48 | 0 |
| Q2 2021 | share | Increase | 0.00% | 2.93K shares | 201K | $68.01 | 2.93K |