CLEARVIEW WEALTH ADVISORS LLC – Schwab U.S. Small-Cap ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$133,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.74% | -975 shares | -42K | $37.8 | 3.50K |
| Q2 2022 | share | Decrease | -90.50% | -42.72K shares | -2.06M | $38.99 | 4.48K |
| Q1 2022 | share | Decrease | -5.90% | -2.96K shares | -333K | $47.36 | 47.20K |
| Q4 2021 | share | Increase | +3.82% | 922 shares | 150K | $102.53 | 25.08K |
| Q3 2021 | share | Decrease | -2.44% | -605 shares | -161K | $100.1 | 24.16K |
| Q2 2021 | share | Increase | +14.07% | 3.05K shares | 416K | $103.88 | 24.76K |
| Q1 2021 | share | Increase | 0.00% | 21.71K shares | 2.16M | $99.17 | 21.71K |