ARBOR TRUST WEALTH ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
ARBOR TRUST WEALTH ADVISORS, LLC portfolio value:
$7.08M
portfolio value
ARBOR TRUST WEALTH ADVISORS, 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 | +1.28% | 1.48K shares | -146K | $60.53 | 116.81K |
| Q2 2022 | share | Increase | +1.46% | 1.66K shares | -1.38M | $62.73 | 115.33K |
| Q1 2022 | share | Decrease | -1.44% | -1.66K shares | -665K | $75.86 | 113.67K |
| Q4 2021 | share | Increase | +2.24% | 2.53K shares | 640K | $80.5 | 115.33K |
| Q3 2021 | share | Increase | +4.35% | 4.70K shares | 187K | $76.66 | 112.80K |
| Q2 2021 | share | Increase | +1.28% | 1.36K shares | 520K | $77.99 | 108.10K |
| Q1 2021 | share | Increase | +13.95% | 13.06K shares | 1.54M | $73.97 | 106.74K |
| Q4 2020 | share | Increase | +2.49% | 2.27K shares | 1.32M | $67.69 | 93.67K |
| Q3 2020 | share | Increase | +3.30% | 2.91K shares | 415K | $54.81 | 91.40K |
| Q2 2020 | share | Increase | +0.66% | 579 shares | 950K | $51.79 | 88.48K |
| Q1 2020 | share | Increase | +3.56% | 3.02K shares | -1.4M | $41.36 | 87.90K |
| Q4 2019 | share | Increase | 0.00% | 84.88K shares | 5.10M | $58.73 | 84.88K |