SOUDERS FINANCIAL ADVISORS – Schwab U.S. Small-Cap ETF Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$6.01M
portfolio value
SOUDERS FINANCIAL ADVISORS 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 | +6.42% | 9.60K shares | 185K | $37.8 | 159.14K |
| Q2 2022 | share | Increase | +5.44% | 7.71K shares | -886K | $38.99 | 149.54K |
| Q1 2022 | share | Increase | +6.68% | 8.87K shares | -90K | $47.36 | 141.82K |
| Q4 2021 | share | Increase | +4.04% | 2.58K shares | 411K | $102.53 | 66.47K |
| Q3 2021 | share | Increase | +2.63% | 1.63K shares | -90K | $100.1 | 63.89K |
| Q2 2021 | share | Decrease | -15.07% | -11.04K shares | -820K | $103.88 | 62.25K |
| Q1 2021 | share | Increase | +0.21% | 157 shares | 796K | $99.17 | 73.3K |
| Q4 2020 | share | Increase | +2.69% | 1.91K shares | 926K | $88.35 | 73.14K |
| Q3 2020 | share | Increase | +14.23% | 8.87K shares | 1.51M | $67.59 | 71.22K |
| Q2 2020 | share | Increase | +213.86% | 42.48K shares | 3.05M | $64.37 | 62.35K |
| Q1 2020 | share | Increase | 0.00% | 19.86K shares | 1.02M | $50.66 | 19.86K |