TRUEWEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$342,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.76% | -974 shares | -62K | $42.35 | 8.07K |
| Q2 2022 | share | Increase | +89.53% | 4.27K shares | -139K | $44.66 | 9.05K |
| Q1 2022 | share | Decrease | -4.77% | -456 shares | -93K | $53.85 | 9.09K |
| Q4 2021 | share | Increase | +0.48% | 23 shares | 49K | $114.22 | 4.77K |
| Q3 2021 | share | Decrease | -1.41% | -68 shares | -7K | $104.03 | 4.75K |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $103.64 | 4.82K | |
| Q1 2021 | share | 0.00% | 0 shares | 37K | $95.42 | 4.82K | |
| Q4 2020 | share | Increase | 0.00% | 4.82K shares | 445K | $90.1 | 4.82K |