MADISON WEALTH MANAGEMENT – Schwab U.S. Small-Cap ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$418,000
portfolio value
MADISON WEALTH MANAGEMENT quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.91% | 100 shares | -9K | $37.8 | 11.04K |
| Q2 2022 | share | Increase | +4.04% | 425 shares | -71K | $38.99 | 10.94K |
| Q1 2022 | share | Increase | +0.48% | 50 shares | -38K | $47.36 | 10.52K |
| Q4 2021 | share | Increase | +0.11% | 6 shares | 13K | $102.53 | 5.23K |
| Q3 2021 | share | Decrease | -4.25% | -232 shares | -46K | $100.1 | 5.22K |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $103.88 | 5.46K | |
| Q1 2021 | share | Increase | +0.50% | 27 shares | 60K | $99.17 | 5.46K |
| Q4 2020 | share | Increase | +0.46% | 25 shares | 114K | $88.35 | 5.43K |
| Q3 2020 | share | 0.00% | 0 shares | 17K | $67.59 | 5.40K | |
| Q2 2020 | share | Decrease | -26.77% | -1.97K shares | -28K | $64.37 | 5.40K |
| Q1 2020 | share | Decrease | -56.65% | -9.65K shares | -908K | $50.66 | 7.38K |
| Q4 2019 | share | Increase | 0.00% | 17.03K shares | 1.28M | $74.03 | 17.03K |