BCS WEALTH MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$1.42M
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.92% | 310 shares | -61K | $41.99 | 34.02K |
| Q2 2022 | share | Decrease | -6.82% | -2.46K shares | -442K | $44.19 | 33.71K |
| Q1 2022 | share | Decrease | -8.75% | -3.46K shares | -308K | $53.39 | 36.18K |
| Q4 2021 | share | Increase | +4.47% | 849 shares | 269K | $113.36 | 19.82K |
| Q3 2021 | share | Increase | +9.07% | 1.57K shares | 157K | $103.86 | 18.97K |
| Q2 2021 | share | Increase | +7.50% | 1.21K shares | 249K | $103.94 | 17.39K |
| Q1 2021 | share | Increase | +10.10% | 1.48K shares | 228K | $96.11 | 16.18K |
| Q4 2020 | share | Increase | +22.50% | 2.7K shares | 381K | $90.16 | 14.69K |
| Q3 2020 | share | Decrease | -5.63% | -716 shares | 22K | $78.59 | 11.99K |
| Q2 2020 | share | Increase | +6.64% | 792 shares | 213K | $72.04 | 12.71K |
| Q1 2020 | share | Increase | +45.69% | 3.73K shares | 92K | $59.01 | 11.92K |
| Q4 2019 | share | Increase | 0.00% | 8.18K shares | 629K | $74.64 | 8.18K |