WIPFLI FINANCIAL ADVISORS LLC, – Schwab U.S. Large-Cap Value ETF Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$5.91M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.72% | -1.77K shares | -506.53K | $58.51 | 101.13K |
| Q2 2022 | share | Decrease | -19.09% | -24.27K shares | -2.65M | $62.42 | 102.90K |
| Q1 2022 | share | Decrease | -1.14% | -1.47K shares | -340.53K | $71.39 | 127.18K |
| Q4 2021 | share | Decrease | -9.54% | -13.57K shares | -177.27K | $73.15 | 128.65K |
| Q3 2021 | share | Decrease | -0.67% | -962 shares | -192.35K | $67.48 | 142.22K |
| Q2 2021 | share | Decrease | -7.50% | -11.61K shares | -315.83K | $68.01 | 143.19K |
| Q1 2021 | share | Increase | +0.78% | 1.19K shares | 961.21K | $64.61 | 154.80K |
| Q4 2020 | share | Increase | 0.00% | 153.61K shares | 9.14M | $58.65 | 153.61K |