PACES FERRY WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
PACES FERRY WEALTH ADVISORS, LLC portfolio value:
$2.45M
portfolio value
PACES FERRY WEALTH 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 | Increase | +0.89% | 512 shares | -111K | $42.35 | 57.97K |
| Q2 2022 | share | Increase | +5.05% | 2.76K shares | -379K | $44.66 | 57.46K |
| Q1 2022 | share | Increase | +13.43% | 6.47K shares | 201K | $53.85 | 54.69K |
| Q4 2021 | share | Increase | +23.12% | 4.52K shares | 707K | $114.22 | 24.11K |
| Q3 2021 | share | Decrease | -0.98% | -193 shares | -19K | $104.03 | 19.58K |
| Q2 2021 | share | Increase | +8.48% | 1.54K shares | 305K | $103.64 | 19.77K |
| Q1 2021 | share | Increase | +24.52% | 3.59K shares | 420K | $95.42 | 18.23K |
| Q4 2020 | share | Increase | +6.23% | 858 shares | 220K | $90.1 | 14.64K |
| Q3 2020 | share | Increase | 0.00% | 13.78K shares | 1.11M | $79.55 | 13.78K |