SOUDERS FINANCIAL ADVISORS – Schwab U.S. Aggregate Bond ETF Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$12.96M
portfolio value
SOUDERS FINANCIAL ADVISORS quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.10% | -101.10K shares | -5.57M | $45.31 | 286.22K |
| Q2 2022 | share | Increase | +244.52% | 274.90K shares | 12.85M | $47.87 | 387.33K |
| Q1 2022 | share | Increase | +4.34% | 4.67K shares | -123K | $50.57 | 112.42K |
| Q4 2021 | share | Increase | +11.66% | 11.25K shares | 572K | $53.88 | 107.75K |
| Q3 2021 | share | Increase | +9.85% | 8.65K shares | 440K | $53.98 | 96.50K |
| Q2 2021 | share | Increase | +14.31% | 10.99K shares | 650K | $54.03 | 87.84K |
| Q1 2021 | share | Increase | +8.68% | 6.13K shares | 184K | $53.1 | 76.85K |
| Q4 2020 | share | Increase | +2.82% | 1.93K shares | 141K | $54.94 | 70.71K |
| Q3 2020 | share | Increase | +12.89% | 7.85K shares | 395K | $54.57 | 68.77K |
| Q2 2020 | share | Decrease | -24.33% | -19.58K shares | -943K | $54.41 | 60.92K |
| Q1 2020 | share | Increase | 0.00% | 80.50K shares | 4.36M | $52.17 | 80.50K |