HB WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$4.19M
portfolio value
HB WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.25% | -2.41K shares | -431K | $58.51 | 71.71K |
| Q2 2022 | share | Increase | +0.04% | 31 shares | -663K | $62.42 | 74.12K |
| Q1 2022 | share | Increase | +8.66% | 5.90K shares | 297K | $71.39 | 74.09K |
| Q4 2021 | share | Increase | 0.00% | 68.19K shares | 4.99M | $73.15 | 68.19K |