HB WEALTH MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$7.72M
portfolio value
HB WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.65% | -832 shares | -333K | $60.53 | 127.61K |
| Q2 2022 | share | Increase | +182.85% | 83.03K shares | 4.61M | $62.73 | 128.44K |
| Q1 2022 | share | Increase | +3.26% | 1.43K shares | -92K | $75.86 | 45.41K |
| Q4 2021 | share | Increase | 0.00% | 43.98K shares | 3.53M | $80.5 | 43.98K |