SCULATI WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
SCULATI WEALTH MANAGEMENT, LLC portfolio value:
$4.30M
portfolio value
SCULATI WEALTH MANAGEMENT, LLC 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 | +0.50% | 561 shares | -114K | $37.8 | 113.87K |
| Q2 2022 | share | Increase | +2.60% | 2.86K shares | -812K | $38.99 | 113.30K |
| Q1 2022 | share | Increase | +1.31% | 1.42K shares | -352K | $47.36 | 110.44K |
| Q4 2021 | share | Increase | +0.95% | 511 shares | 177K | $102.53 | 54.50K |
| Q3 2021 | share | Decrease | -0.74% | -400 shares | -262K | $100.1 | 53.99K |
| Q2 2021 | share | Decrease | -0.24% | -129 shares | 232K | $103.88 | 54.39K |
| Q1 2021 | share | Decrease | -0.33% | -183 shares | 566K | $99.17 | 54.52K |
| Q4 2020 | share | Decrease | -0.48% | -262 shares | 1.11M | $88.35 | 54.70K |
| Q3 2020 | share | Decrease | -0.93% | -517 shares | 130K | $67.59 | 54.97K |
| Q2 2020 | share | Decrease | -2.91% | -1.66K shares | 682K | $64.37 | 55.48K |
| Q1 2020 | share | Increase | +2.91% | 1.61K shares | -1.25M | $50.66 | 57.15K |
| Q4 2019 | share | Increase | 0.00% | 55.53K shares | 4.20M | $74.03 | 55.53K |