BADGLEY PHELPS WEALTH MANAGERS, LLC – Schwab U.S. Large-Cap ETF Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$908,000
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.17% | -1.41K shares | -113K | $42.35 | 21.45K |
| Q2 2022 | share | Increase | +22.60% | 4.21K shares | 17K | $44.66 | 22.86K |
| Q1 2022 | share | Decrease | -1.84% | -349 shares | -77K | $53.85 | 18.64K |
| Q4 2021 | share | Increase | +0.13% | 12 shares | 94K | $114.22 | 9.49K |
| Q3 2021 | share | Increase | 0.00% | 9.48K shares | 987K | $104.03 | 9.48K |