CURI WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$42.69M
portfolio value
CURI 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 | +9.14% | 84.38K shares | 1.44M | $42.35 | 1.00M |
| Q2 2022 | share | Increase | +8.69% | 73.85K shares | -4.51M | $44.66 | 923.64K |
| Q1 2022 | share | Increase | +2.11% | 17.52K shares | -1.60M | $53.85 | 849.79K |
| Q4 2021 | share | Increase | +8.74% | 33.43K shares | 7.55M | $114.22 | 416.13K |
| Q3 2021 | share | Increase | +7.92% | 28.09K shares | 2.94M | $104.03 | 382.69K |
| Q2 2021 | share | Increase | +13.60% | 42.45K shares | 6.89M | $103.64 | 354.60K |
| Q1 2021 | share | Increase | +14.83% | 40.31K shares | 5.25M | $95.42 | 312.15K |
| Q4 2020 | share | Increase | 0.00% | 271.84K shares | 24.72M | $90.1 | 271.84K |