STERLING FINANCIAL PLANNING, INC. – Schwab Fundamental U.S. Large Company Index ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$5.55M
portfolio value
STERLING FINANCIAL PLANNING, INC. 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 | +8.15% | 8.75K shares | 80K | $47.76 | 116.25K |
| Q2 2022 | share | Increase | +5.43% | 5.53K shares | -493K | $50.9 | 107.49K |
| Q1 2022 | share | Decrease | -2.36% | -2.46K shares | -156K | $58.5 | 101.96K |
| Q4 2021 | share | Increase | +0.29% | 302 shares | 503K | $58.61 | 104.43K |
| Q3 2021 | share | Decrease | -1.02% | -1.07K shares | -139K | $53.95 | 104.13K |
| Q2 2021 | share | Decrease | -0.32% | -340 shares | 304K | $54.47 | 105.20K |
| Q1 2021 | share | Decrease | -4.19% | -4.61K shares | 464K | $51.22 | 105.54K |
| Q4 2020 | share | Increase | 0.00% | 110.15K shares | 4.98M | $44.71 | 110.15K |