HERITAGE WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$273,000
portfolio value
HERITAGE 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 | +18.46% | 1.00K shares | 30.13K | $42.35 | 6.44K |
| Q2 2022 | share | Decrease | -88.40% | -41.43K shares | -2.28M | $44.66 | 5.43K |
| Q1 2022 | share | Decrease | -37.30% | -27.88K shares | -1.36M | $53.85 | 46.87K |
| Q3 2021 | share | Decrease | -40.25% | -25.18K shares | -2.61M | $104.03 | 37.38K |
| Q2 2021 | share | Increase | 0.00% | 62.56K shares | 6.50M | $103.64 | 62.56K |