FRG FAMILY WEALTH ADVISORS LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
FRG FAMILY WEALTH ADVISORS LLC portfolio value:
$952,000
portfolio value
FRG FAMILY WEALTH ADVISORS 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 | +12.41% | 2.2K shares | 50K | $47.76 | 19.92K |
| Q2 2022 | share | Increase | +9.75% | 1.57K shares | -43K | $50.9 | 17.72K |
| Q1 2022 | share | Increase | 0.00% | 16.15K shares | 945K | $58.5 | 16.15K |