CONGRESS WEALTH MANAGEMENT LLC / DE / – Schwab U.S. Small-Cap ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$6.33M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.11% | 189 shares | -193K | $37.8 | 167.51K |
| Q2 2022 | share | Increase | +5.17% | 8.22K shares | -1.01M | $38.99 | 167.32K |
| Q1 2022 | share | Decrease | -19.14% | -37.66K shares | -2.54M | $47.36 | 159.09K |
| Q4 2021 | share | Increase | 0.00% | 196.75K shares | 10.07M | $102.53 | 196.75K |