CURI WEALTH MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$19.93M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +50.59% | 110.64K shares | 6.21M | $60.53 | 329.36K |
| Q2 2022 | share | Increase | +11.13% | 21.90K shares | -1.20M | $62.73 | 218.72K |
| Q1 2022 | share | Increase | +4.14% | 7.83K shares | -270K | $75.86 | 196.82K |
| Q4 2021 | share | Increase | +14.52% | 23.96K shares | 2.54M | $80.5 | 188.99K |
| Q3 2021 | share | Increase | +24.24% | 32.19K shares | 2.25M | $76.66 | 165.02K |
| Q2 2021 | share | Increase | +14.69% | 17.01K shares | 1.77M | $77.99 | 132.83K |
| Q1 2021 | share | Increase | +13.14% | 13.44K shares | 1.64M | $73.97 | 115.82K |
| Q4 2020 | share | Increase | 0.00% | 102.37K shares | 6.97M | $67.69 | 102.37K |