TRADITION WEALTH MANAGEMENT, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$8.68M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.38% | 26.92K shares | 800K | $47.76 | 181.79K |
| Q2 2022 | share | Increase | +67.02% | 62.14K shares | 2.45M | $50.9 | 154.87K |
| Q1 2022 | share | Increase | +3.55% | 3.17K shares | 176K | $58.5 | 92.73K |
| Q4 2021 | share | Increase | +56.16% | 32.20K shares | 2.15M | $58.61 | 89.55K |
| Q3 2021 | share | Increase | +15.45% | 7.67K shares | 376K | $53.95 | 57.34K |
| Q2 2021 | share | Increase | +10938.89% | 49.22K shares | 2.69M | $54.47 | 49.67K |
| Q1 2021 | share | Increase | 0.00% | 450 shares | 23K | $51.22 | 450 |