SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$209,000
portfolio value
SMALLWOOD WEALTH INVESTMENT 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 | 0.00% | 0 shares | -11K | $41.99 | 4.98K | |
| Q2 2022 | share | Increase | 0.00% | 4.98K shares | 220K | $44.19 | 4.98K |