DESTINATION WEALTH MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$2.01M
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | Decrease | -54.79% | -58.27K shares | -2.68M | $41.99 | 48.08K |
| Q2 2022 | share | Increase | +144.66% | 62.89K shares | 2.37M | $44.19 | 106.36K |
| Q1 2022 | share | Decrease | -47.64% | -39.55K shares | -2.37M | $53.39 | 43.47K |
| Q4 2021 | share | Increase | +245.66% | 59.00K shares | 2.19M | $113.36 | 83.02K |
| Q3 2021 | share | Increase | +104.59% | 24.55K shares | 47K | $103.86 | 48.04K |
| Q2 2021 | share | Increase | +87.78% | 21.95K shares | 29K | $103.94 | 46.96K |
| Q1 2021 | share | Increase | +98.31% | 24.79K shares | 124K | $96.11 | 50.01K |
| Q4 2020 | share | Increase | +78.24% | 22.14K shares | 41K | $90.16 | 50.44K |
| Q3 2020 | share | Increase | +83.40% | 25.74K shares | -13K | $78.59 | 56.60K |
| Q2 2020 | share | Increase | +70.61% | 25.54K shares | 81K | $72.04 | 61.72K |
| Q1 2020 | share | Increase | +128.43% | 40.68K shares | -249K | $59.01 | 72.35K |
| Q4 2019 | share | Increase | +99.13% | 31.53K shares | 176K | $74.64 | 63.35K |
| Q3 2019 | share | Increase | +97.15% | 31.35K shares | -17K | $68.53 | 63.62K |
| Q2 2019 | share | Increase | +88.16% | 30.24K shares | -58K | $67.74 | 64.54K |
| Q1 2019 | share | Increase | +62.37% | 26.35K shares | -198K | $65.07 | 68.60K |
| Q4 2018 | share | Increase | +138.04% | 49.00K shares | 33K | $57.07 | 84.51K |
| Q3 2018 | share | Increase | +92.95% | 34.20K shares | 71K | $66.69 | 71.00K |
| Q2 2018 | share | Decrease | -34.10% | -38.08K shares | -10.03M | $62.24 | 73.6K |
| Q1 2018 | share | Increase | +437.51% | 181.82K shares | 9.78M | $59.91 | 223.37K |
| Q4 2017 | share | Increase | +115.34% | 44.51K shares | 330K | $60.35 | 83.11K |
| Q3 2017 | share | Increase | +103.26% | 39.21K shares | 131K | $56.7 | 77.19K |
| Q2 2017 | share | Increase | +91.48% | 36.28K shares | -43K | $54.19 | 75.95K |
| Q1 2017 | share | Increase | +87.64% | 37.05K shares | -28K | $52.66 | 79.33K |
| Q4 2016 | share | Increase | +110.12% | 44.31K shares | 185K | $49.8 | 84.56K |
| Q3 2016 | share | Increase | +28.39% | 17.8K shares | -1.04M | $47.78 | 80.49K |
| Q2 2016 | share | Decrease | -82.80% | -603.63K shares | -32.59M | $45.78 | 125.38K |
| Q1 2016 | share | Increase | +100.00% | 729.01K shares | 0 | $44.64 | 1.45M |