CAPITAL PLANNING LLC – Schwab U.S. Mid-Cap ETF Transaction History
CAPITAL PLANNING LLC portfolio value:
$416,000
portfolio value
CAPITAL PLANNING 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 | +53.97% | 2.40K shares | 136K | $60.53 | 6.87K |
| Q2 2022 | share | Increase | +10.17% | 412 shares | -27K | $62.73 | 4.46K |
| Q1 2022 | share | Decrease | -8.85% | -393 shares | -51K | $75.86 | 4.05K |
| Q4 2021 | share | Increase | +3.01% | 130 shares | 27K | $80.5 | 4.44K |
| Q3 2021 | share | Increase | +1.27% | 54 shares | -2K | $76.66 | 4.31K |
| Q2 2021 | share | Increase | 0.00% | 4.25K shares | 333K | $77.99 | 4.25K |