HB WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$5.51M
portfolio value
HB WEALTH MANAGEMENT, LLC 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 | Decrease | -10.39% | -16.91K shares | -833K | $37.8 | 145.89K |
| Q2 2022 | share | Increase | +120.28% | 88.89K shares | 2.84M | $38.99 | 162.80K |
| Q1 2022 | share | Increase | +3.07% | 2.20K shares | -171K | $47.36 | 73.91K |
| Q4 2021 | share | Increase | 0.00% | 71.70K shares | 3.67M | $102.53 | 71.70K |