HB WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$88.14M
portfolio value
HB 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 | -0.74% | -15.60K shares | -5.30M | $41.99 | 2.09M |
| Q2 2022 | share | Increase | +14.03% | 260.2K shares | -5.56M | $44.19 | 2.11M |
| Q1 2022 | share | Increase | +7.52% | 129.66K shares | 1.54M | $53.39 | 1.85M |
| Q4 2021 | share | Increase | 0.00% | 1.72M shares | 97.47M | $113.36 | 1.72M |