DISCIPLINED INVESTMENTS, LLC – Schwab U.S. Broad Market ETF Transaction History
DISCIPLINED INVESTMENTS, LLC portfolio value:
$1.12M
portfolio value
DISCIPLINED INVESTMENTS, LLC 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 | +0.43% | 115 shares | -54K | $41.99 | 26.88K |
| Q2 2022 | share | Increase | +0.39% | 104 shares | -241K | $44.19 | 26.77K |
| Q1 2022 | share | Increase | +0.28% | 74 shares | -79K | $53.39 | 26.67K |
| Q4 2021 | share | Increase | +0.38% | 50 shares | 127K | $113.36 | 13.29K |
| Q3 2021 | share | Increase | +0.31% | 41 shares | -1K | $103.86 | 13.24K |
| Q2 2021 | share | Increase | +0.30% | 40 shares | 104K | $103.94 | 13.20K |
| Q1 2021 | share | Increase | +0.29% | 38 shares | 78K | $96.11 | 13.16K |
| Q4 2020 | share | Increase | +0.41% | 53 shares | 154K | $90.16 | 13.12K |
| Q3 2020 | share | Increase | +0.61% | 79 shares | 86K | $78.59 | 13.07K |
| Q2 2020 | share | Increase | +0.39% | 51 shares | 173K | $72.04 | 12.99K |
| Q1 2020 | share | Increase | +9213.67% | 12.80K shares | 771K | $59.01 | 12.94K |
| Q4 2019 | share | Increase | 0.00% | 139 shares | 11K | $74.64 | 139 |