LLOYD ADVISORY SERVICES, LLC. – Schwab U.S. Large-Cap ETF Transaction History
LLOYD ADVISORY SERVICES, LLC. portfolio value:
$7.04M
portfolio value
LLOYD ADVISORY SERVICES, LLC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +52.01% | 56.89K shares | 2.15M | $42.35 | 166.28K |
| Q2 2022 | share | Increase | +349.48% | 85.05K shares | 3.57M | $44.66 | 109.38K |
| Q1 2022 | share | Increase | +81.11% | 10.89K shares | 545K | $53.85 | 24.33K |
| Q4 2021 | share | Increase | +0.70% | 47 shares | 71K | $114.22 | 6.71K |
| Q3 2021 | share | Decrease | -74.73% | -19.72K shares | -2.05M | $104.03 | 6.67K |
| Q2 2021 | share | Decrease | -0.63% | -168 shares | 194K | $103.64 | 26.39K |
| Q1 2021 | share | Increase | 0.00% | 26.56K shares | 2.55M | $95.42 | 26.56K |