CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$3.33M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.98% | -785 shares | -210K | $41.99 | 79.49K |
| Q2 2022 | share | Decrease | -0.32% | -258 shares | -752K | $44.19 | 80.28K |
| Q1 2022 | share | Decrease | -0.59% | -479 shares | -278K | $53.39 | 80.54K |
| Q4 2021 | share | Increase | 0.00% | 81.02K shares | 4.57M | $113.36 | 81.02K |