SUMMIT PLACE FINANCIAL ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$602,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.69% | -100 shares | -36K | $41.99 | 14.34K |
| Q2 2022 | share | Decrease | -0.14% | -20 shares | -134K | $44.19 | 14.44K |
| Q1 2022 | share | Decrease | -2.07% | -305 shares | -62K | $53.39 | 14.46K |
| Q4 2021 | share | Increase | +4.38% | 310 shares | 99K | $113.36 | 7.38K |
| Q3 2021 | share | Decrease | -1.54% | -111 shares | -14K | $103.86 | 7.07K |
| Q2 2021 | share | Increase | +2.79% | 195 shares | 73K | $103.94 | 7.18K |
| Q1 2021 | share | Increase | +0.20% | 14 shares | 41K | $96.11 | 6.99K |
| Q4 2020 | share | Increase | +7.39% | 480 shares | 118K | $90.16 | 6.97K |
| Q3 2020 | share | Increase | 0.00% | 6.49K shares | 517K | $78.59 | 6.49K |