CONGRESS WEALTH MANAGEMENT LLC / DE / – Schwab U.S. Large-Cap ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$25.69M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / 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 | Increase | +0.93% | 5.59K shares | -1.15M | $42.35 | 606.62K |
| Q2 2022 | share | Increase | +7.14% | 40.05K shares | -3.36M | $44.66 | 601.03K |
| Q1 2022 | share | Decrease | -26.50% | -202.21K shares | -13.22M | $53.85 | 560.97K |
| Q4 2021 | share | Increase | 0.00% | 763.19K shares | 43.43M | $114.22 | 763.19K |