HORST & GRABEN WEALTH MANAGEMENT LLC – Schwab U.S. Large-Cap ETF Transaction History
HORST & GRABEN WEALTH MANAGEMENT LLC portfolio value:
$333,000
portfolio value
HORST & GRABEN WEALTH MANAGEMENT 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 | Increase | +10.19% | 727 shares | 14K | $42.35 | 7.86K |
| Q2 2022 | share | Increase | +24.83% | 1.41K shares | 11K | $44.66 | 7.13K |
| Q1 2022 | share | Decrease | -0.02% | -1 shares | -17K | $53.85 | 5.71K |
| Q4 2021 | share | Increase | +0.35% | 10 shares | 29K | $114.22 | 2.85K |
| Q3 2021 | share | Decrease | -15.61% | -527 shares | -55K | $104.03 | 2.84K |
| Q2 2021 | share | Increase | +19.26% | 545 shares | 79K | $103.64 | 3.37K |
| Q1 2021 | share | Decrease | -2.21% | -64 shares | 9K | $95.42 | 2.83K |
| Q4 2020 | share | Increase | +0.31% | 9 shares | 30K | $90.1 | 2.89K |
| Q3 2020 | share | Decrease | -1.77% | -52 shares | 15K | $79.55 | 2.88K |
| Q2 2020 | share | Increase | 0.00% | 2.93K shares | 218K | $72.65 | 2.93K |