SOUDERS FINANCIAL ADVISORS – Schwab U.S. Broad Market ETF Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$3.07M
portfolio value
SOUDERS FINANCIAL ADVISORS quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.87% | 5.34K shares | 75K | $41.99 | 73.24K |
| Q2 2022 | share | Increase | +2.23% | 1.48K shares | -545K | $44.19 | 67.90K |
| Q1 2022 | share | Decrease | -1.94% | -1.31K shares | -282K | $53.39 | 66.42K |
| Q4 2021 | share | Increase | +8.13% | 2.54K shares | 575K | $113.36 | 33.87K |
| Q3 2021 | share | Decrease | -1.20% | -382 shares | -53K | $103.86 | 31.32K |
| Q2 2021 | share | Decrease | -9.66% | -3.39K shares | -88K | $103.94 | 31.70K |
| Q1 2021 | share | Increase | +1.36% | 470 shares | 243K | $96.11 | 35.09K |
| Q4 2020 | share | Increase | +4.69% | 1.55K shares | 349K | $90.16 | 34.62K |
| Q3 2020 | share | Increase | +8.40% | 2.56K shares | 560K | $78.59 | 33.07K |
| Q2 2020 | share | Increase | 0.00% | 30.51K shares | 2.24M | $72.04 | 30.51K |