BCS WEALTH MANAGEMENT – Schwab U.S. Large-Cap ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$10.76M
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.76% | 1.90K shares | -501K | $42.35 | 254.08K |
| Q2 2022 | share | Decrease | -2.04% | -5.26K shares | -2.60M | $44.66 | 252.17K |
| Q1 2022 | share | Decrease | -10.78% | -31.10K shares | -2.55M | $53.85 | 257.43K |
| Q4 2021 | share | Increase | +10.78% | 14.03K shares | 2.87M | $114.22 | 144.27K |
| Q3 2021 | share | Increase | +0.79% | 1.01K shares | 114K | $104.03 | 130.23K |
| Q2 2021 | share | Increase | +0.25% | 327 shares | 1.05M | $103.64 | 129.21K |
| Q1 2021 | share | Decrease | -0.83% | -1.08K shares | 556K | $95.42 | 128.88K |
| Q4 2020 | share | Increase | +3.69% | 4.62K shares | 1.71M | $90.1 | 129.96K |
| Q3 2020 | share | Decrease | -2.98% | -3.85K shares | 534K | $79.55 | 125.34K |
| Q2 2020 | share | Increase | +6.60% | 7.99K shares | 2.15M | $72.65 | 129.19K |
| Q1 2020 | share | Increase | +34.82% | 31.30K shares | 518K | $59.81 | 121.19K |
| Q4 2019 | share | Increase | 0.00% | 89.89K shares | 6.90M | $74.57 | 89.89K |