LIVE OAK PRIVATE WEALTH LLC – The Charles Schwab Corporation Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
$13.16M
portfolio value
LIVE OAK PRIVATE WEALTH LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.80% | 3.24K shares | 1.79M | $71.87 | 183.16K |
| Q2 2022 | share | Increase | +2.18% | 3.84K shares | -3.47M | $63.18 | 179.92K |
| Q1 2022 | share | Increase | +2.74% | 4.69K shares | 432K | $84.31 | 176.08K |
| Q4 2021 | share | Decrease | -2.27% | -3.97K shares | 1.64M | $84.48 | 171.39K |
| Q3 2021 | share | Increase | +5.47% | 9.09K shares | 667K | $72.68 | 175.36K |
| Q2 2021 | share | Decrease | -8.47% | -15.39K shares | 265K | $72.48 | 166.27K |
| Q1 2021 | share | Increase | +1.84% | 3.27K shares | 2.37M | $64.71 | 181.66K |
| Q4 2020 | share | Increase | +3.18% | 5.49K shares | 3.19M | $52.49 | 178.38K |
| Q3 2020 | share | Decrease | -4.45% | -8.05K shares | 159K | $35.71 | 172.89K |
| Q2 2020 | share | Increase | +88.75% | 85.08K shares | 2.88M | $33.08 | 180.94K |
| Q1 2020 | share | Increase | +24.16% | 18.65K shares | -449K | $32.79 | 95.86K |
| Q4 2019 | share | Increase | 0.00% | 77.20K shares | 3.67M | $46.21 | 77.20K |