CENTER FOR FINANCIAL PLANNING, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$330,000
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. 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 | 0.00% | 0 shares | -22K | $58.51 | 5.63K | |
| Q2 2022 | share | 0.00% | 0 shares | -50K | $62.42 | 5.63K | |
| Q1 2022 | share | Increase | 0.00% | 5.63K shares | 402K | $71.39 | 5.63K |
| Q2 2020 | share | Decrease | -100.00% | -28 shares | -1K | $48.43 | 0 |
| Q1 2020 | share | Increase | 0.00% | 28 shares | 1K | $42.48 | 28 |