CASSADY SCHILLER WEALTH MANAGEMENT, LLC – Schwab 1000 Index ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$1.51M
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.81% | -3.19K shares | -197K | $34.61 | 43.73K |
| Q2 2022 | share | Increase | +1.26% | 585 shares | -330K | $36.46 | 46.93K |
| Q1 2022 | share | Increase | +10.00% | 4.21K shares | 78K | $44.03 | 46.34K |
| Q4 2021 | share | Increase | 0.00% | 42.13K shares | 1.96M | $46.72 | 42.13K |