MADISON WEALTH MANAGEMENT – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$285,000
portfolio value
MADISON WEALTH MANAGEMENT quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18K | $47.13 | 6.04K | |
| Q2 2022 | share | 0.00% | 0 shares | -46K | $50.23 | 6.04K | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $57.75 | 6.04K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $58.02 | 6.04K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $53.56 | 6.04K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $54.13 | 6.04K | |
| Q1 2021 | share | 0.00% | 0 shares | 39K | $50.85 | 6.04K | |
| Q4 2020 | share | 0.00% | 0 shares | 41K | $44.35 | 6.04K | |
| Q3 2020 | share | 0.00% | 0 shares | 11K | $37.47 | 6.04K | |
| Q2 2020 | share | Increase | 0.00% | 6.04K shares | 219K | $35.34 | 6.04K |
| Q1 2020 | share | Decrease | -100.00% | -6.04K shares | -255K | $29.75 | 0 |
| Q4 2019 | share | Increase | 0.00% | 6.04K shares | 255K | $40.53 | 6.04K |