WESCOTT FINANCIAL ADVISORY GROUP, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$692,000
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, LLC 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 | +0.56% | 81 shares | -41K | $47.76 | 14.48K |
| Q2 2022 | share | Increase | +0.57% | 81 shares | -105K | $50.9 | 14.40K |
| Q1 2022 | share | Increase | 0.00% | 14.32K shares | 838K | $58.5 | 14.32K |