U.S. CAPITAL WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$2.92M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | +9.98% | 6.26K shares | 120K | $42.35 | 69.00K |
| Q2 2022 | share | Increase | +13.60% | 7.51K shares | -172K | $44.66 | 62.74K |
| Q1 2022 | share | Increase | +66.29% | 22.01K shares | 1.08M | $53.85 | 55.23K |
| Q4 2021 | share | Increase | +8.54% | 1.30K shares | 298K | $114.22 | 16.60K |
| Q3 2021 | share | Increase | 0.00% | 15.3K shares | 1.59M | $104.03 | 15.3K |