HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC portfolio value:
$503,000
portfolio value
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.68% | -518 shares | -66K | $58.51 | 8.59K |
| Q2 2022 | share | Decrease | -2.10% | -196 shares | -96K | $62.42 | 9.11K |
| Q1 2022 | share | Increase | +0.72% | 67 shares | -12K | $71.39 | 9.31K |
| Q4 2021 | share | Increase | 0.00% | 9.24K shares | 677K | $73.15 | 9.24K |