BCS WEALTH MANAGEMENT – Schwab U.S. Mid-Cap ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$1.91M
portfolio value
BCS WEALTH MANAGEMENT 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 | +5.07% | 1.53K shares | 26K | $60.53 | 31.67K |
| Q2 2022 | share | Decrease | -0.19% | -56 shares | -400K | $62.73 | 30.14K |
| Q1 2022 | share | Decrease | -14.60% | -5.16K shares | -554K | $75.86 | 30.20K |
| Q4 2021 | share | Increase | +21.44% | 6.24K shares | 612K | $80.5 | 35.36K |
| Q3 2021 | share | Increase | +7.73% | 2.08K shares | 117K | $76.66 | 29.12K |
| Q2 2021 | share | Decrease | -2.25% | -621 shares | 58K | $77.99 | 27.03K |
| Q1 2021 | share | Decrease | -4.48% | -1.29K shares | 84K | $73.97 | 27.65K |
| Q4 2020 | share | Decrease | -6.75% | -2.09K shares | 252K | $67.69 | 28.95K |
| Q3 2020 | share | Decrease | -0.01% | -4 shares | 88K | $54.81 | 31.04K |
| Q2 2020 | share | Increase | +3.40% | 1.02K shares | 368K | $51.79 | 31.05K |
| Q1 2020 | share | Increase | +6.58% | 1.85K shares | -429K | $41.36 | 30.02K |
| Q4 2019 | share | Increase | 0.00% | 28.17K shares | 1.69M | $58.73 | 28.17K |