CASTLE WEALTH MANAGEMENT LLC – Schwab U.S. Large-Cap ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$10.34M
portfolio value
CASTLE 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 | -3.04% | -7.65K shares | -906K | $42.35 | 244.24K |
| Q2 2022 | share | Increase | 0.00% | 251.90K shares | 11.25M | $44.66 | 251.90K |