SCULATI WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
SCULATI WEALTH MANAGEMENT, LLC portfolio value:
$3.22M
portfolio value
SCULATI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.81% | 979 shares | -154K | $58.51 | 55.04K |
| Q2 2022 | share | Increase | +5.36% | 2.75K shares | -289K | $62.42 | 54.06K |
| Q1 2022 | share | Increase | +4.57% | 2.24K shares | 71K | $71.39 | 51.31K |
| Q4 2021 | share | Increase | +2.01% | 965 shares | 346K | $73.15 | 49.07K |
| Q3 2021 | share | Increase | +1.14% | 540 shares | -6K | $67.48 | 48.11K |
| Q2 2021 | share | Increase | +0.97% | 455 shares | 177K | $68.01 | 47.57K |
| Q1 2021 | share | Increase | +3.47% | 1.58K shares | 365K | $64.61 | 47.11K |
| Q4 2020 | share | Increase | +1.48% | 665 shares | 369K | $58.65 | 45.53K |
| Q3 2020 | share | Increase | +0.38% | 169 shares | 102K | $51.09 | 44.87K |
| Q2 2020 | share | Increase | +3.13% | 1.35K shares | 321K | $48.43 | 44.70K |
| Q1 2020 | share | Increase | +6.50% | 2.64K shares | -528K | $42.48 | 43.34K |
| Q4 2019 | share | Increase | 0.00% | 40.70K shares | 2.44M | $57.12 | 40.70K |