SKYOAK WEALTH, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
SKYOAK WEALTH, LLC portfolio value:
$371,000
portfolio value
SKYOAK WEALTH, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.70% | 508 shares | 7K | $58.51 | 6.34K |
| Q2 2022 | share | Decrease | -11.25% | -740 shares | -105K | $62.42 | 5.83K |
| Q1 2022 | share | Increase | 0.00% | 6.57K shares | 469K | $71.39 | 6.57K |
| Q1 2020 | share | Decrease | -100.00% | -6.62K shares | -398K | $42.48 | 0 |
| Q4 2019 | share | Increase | 0.00% | 6.62K shares | 398K | $57.12 | 6.62K |