MADISON WEALTH MANAGEMENT – Schwab Fundamental U.S. Large Company Index ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$4.03M
portfolio value
MADISON 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 | +6.85% | 5.41K shares | 10K | $47.76 | 84.50K |
| Q2 2022 | share | Increase | +17.11% | 11.55K shares | 76K | $50.9 | 79.09K |
| Q1 2022 | share | Increase | +12.73% | 7.62K shares | 439K | $58.5 | 67.53K |
| Q4 2021 | share | Increase | +9.12% | 5.00K shares | 549K | $58.61 | 59.90K |
| Q3 2021 | share | Increase | +4.61% | 2.41K shares | 90K | $53.95 | 54.90K |
| Q2 2021 | share | Increase | +27.58% | 11.34K shares | 746K | $54.47 | 52.48K |
| Q1 2021 | share | Increase | +9.75% | 3.65K shares | 428K | $51.22 | 41.13K |
| Q4 2020 | share | Increase | +8.16% | 2.82K shares | 356K | $44.71 | 37.48K |
| Q3 2020 | share | Increase | +13.60% | 4.14K shares | 218K | $38.04 | 34.65K |
| Q2 2020 | share | Increase | +42.00% | 9.02K shares | 451K | $35.87 | 30.50K |
| Q1 2020 | share | Decrease | -49.50% | -21.05K shares | -1.14M | $30.3 | 21.48K |
| Q4 2019 | share | Increase | 0.00% | 42.54K shares | 1.81M | $40.97 | 42.54K |