CURI WEALTH MANAGEMENT, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$2.81M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +626.01% | 53.64K shares | 2.40M | $45.31 | 62.21K |
| Q2 2022 | share | Decrease | -23.80% | -2.67K shares | -158K | $47.87 | 8.57K |
| Q1 2022 | share | Increase | +5.88% | 625 shares | -4K | $50.57 | 11.24K |
| Q4 2021 | share | Increase | +9.26% | 900 shares | 45K | $53.88 | 10.62K |
| Q3 2021 | share | Increase | +26.62% | 2.04K shares | 108K | $53.98 | 9.72K |
| Q2 2021 | share | Increase | +16.80% | 1.10K shares | 65K | $54.03 | 7.67K |
| Q1 2021 | share | Increase | +36.14% | 1.74K shares | 84K | $53.1 | 6.57K |
| Q4 2020 | share | Increase | 0.00% | 4.82K shares | 270K | $54.94 | 4.82K |