CASTLE WEALTH MANAGEMENT LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$166,000
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $47.76 | 3.47K | |
| Q2 2022 | share | Increase | 0.00% | 3.47K shares | 177K | $50.9 | 3.47K |