HB WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$45.15M
portfolio value
HB WEALTH MANAGEMENT, LLC 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 | Decrease | -0.91% | -9.76K shares | -2.89M | $42.35 | 1.06M |
| Q2 2022 | share | Increase | +150.51% | 646.53K shares | 24.92M | $44.66 | 1.07M |
| Q1 2022 | share | Increase | +4.51% | 18.53K shares | -259K | $53.85 | 429.55K |
| Q4 2021 | share | Increase | 0.00% | 411.02K shares | 23.39M | $114.22 | 411.02K |