FSM WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
FSM WEALTH ADVISORS, LLC portfolio value:
$526,000
portfolio value
FSM WEALTH ADVISORS, 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 | Increase | +5.49% | 647 shares | -51K | $42.35 | 12.42K |
| Q2 2022 | share | Increase | 0.00% | 11.77K shares | 577K | $44.66 | 11.77K |