ONEASCENT WEALTH MANAGEMENT LLC – Schwab Fundamental U.S. Small Company Index ETF Transaction History
ONEASCENT WEALTH MANAGEMENT LLC portfolio value:
$520,000
portfolio value
ONEASCENT WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.03%
quarter
Schwab Fundamental U.S. Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.88% | -2.48K shares | -146K | $42.52 | 12.24K |
| Q2 2022 | share | Decrease | -7.73% | -1.23K shares | -187K | $45.25 | 14.72K |
| Q1 2022 | share | Increase | 0.00% | 15.96K shares | 853K | $53.46 | 15.96K |