SOUDERS FINANCIAL ADVISORS – Schwab U.S. Mid-Cap ETF Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$2.11M
portfolio value
SOUDERS FINANCIAL ADVISORS quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.57% | 1.84K shares | 39K | $60.53 | 34.87K |
| Q2 2022 | share | Increase | +9.65% | 2.90K shares | -213K | $62.73 | 33.03K |
| Q1 2022 | share | Increase | +5.03% | 1.44K shares | -22K | $75.86 | 30.12K |
| Q4 2021 | share | Increase | +7.00% | 1.87K shares | 252K | $80.5 | 28.68K |
| Q3 2021 | share | Increase | +6.34% | 1.59K shares | 82K | $76.66 | 26.80K |
| Q2 2021 | share | Increase | +3.81% | 925 shares | 166K | $77.99 | 25.20K |
| Q1 2021 | share | Increase | +3.66% | 858 shares | 210K | $73.97 | 24.28K |
| Q4 2020 | share | Increase | +1.16% | 269 shares | 159K | $67.69 | 23.42K |
| Q3 2020 | share | Decrease | -2.66% | -634 shares | 186K | $54.81 | 23.15K |
| Q2 2020 | share | Decrease | -5.76% | -1.45K shares | 188K | $51.79 | 23.79K |
| Q1 2020 | share | Increase | 0.00% | 25.24K shares | 1.06M | $41.36 | 25.24K |