BCS WEALTH MANAGEMENT – Schwab Fundamental U.S. Large Company Index ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$997,000
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +24.02% | 4.04K shares | 141K | $47.76 | 20.86K |
| Q2 2022 | share | Increase | +1.24% | 206 shares | -116K | $50.9 | 16.82K |
| Q1 2022 | share | Decrease | -1.30% | -219 shares | -15K | $58.5 | 16.62K |
| Q4 2021 | share | Increase | +4.66% | 749 shares | 119K | $58.61 | 16.83K |
| Q3 2021 | share | Increase | +5.52% | 841 shares | 34K | $53.95 | 16.09K |
| Q2 2021 | share | Increase | +2.29% | 342 shares | 64K | $54.47 | 15.24K |
| Q1 2021 | share | Increase | +0.56% | 83 shares | 99K | $51.22 | 14.90K |
| Q4 2020 | share | Increase | +0.35% | 51 shares | 99K | $44.71 | 14.82K |
| Q3 2020 | share | Increase | +6.11% | 851 shares | 59K | $38.04 | 14.77K |
| Q2 2020 | share | Increase | +21.16% | 2.43K shares | 153K | $35.87 | 13.92K |
| Q1 2020 | share | Increase | 0.00% | 11.49K shares | 360K | $30.3 | 11.49K |