PHYSICIAN WEALTH ADVISORS, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$332,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | 0.00% | 0 shares | -24K | $58.51 | 5.37K | |
| Q2 2022 | share | Increase | +0.15% | 8 shares | -19K | $62.42 | 5.37K |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $71.39 | 5.36K | |
| Q4 2021 | share | 0.00% | 0 shares | 20K | $73.15 | 5.36K | |
| Q3 2021 | share | Increase | +0.19% | 10 shares | 10K | $67.48 | 5.36K |
| Q2 2021 | share | Decrease | -4.38% | -245 shares | -5K | $68.01 | 5.35K |
| Q1 2021 | share | Increase | +0.72% | 40 shares | 24K | $64.61 | 5.59K |
| Q4 2020 | share | Decrease | -2.68% | -153 shares | 50K | $58.65 | 5.55K |
| Q3 2020 | share | Increase | +4.54% | 248 shares | 4K | $51.09 | 5.71K |
| Q2 2020 | share | Increase | +0.52% | 28 shares | 37K | $48.43 | 5.46K |
| Q1 2020 | share | Decrease | -2.77% | -155 shares | -81K | $42.48 | 5.43K |
| Q4 2019 | share | Decrease | -1.58% | -90 shares | 2K | $57.12 | 5.59K |
| Q3 2019 | share | Increase | 0.00% | 5.68K shares | 335K | $53.35 | 5.68K |