YHB INVESTMENT ADVISORS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$8.55M
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.66% | 9.16K shares | -13K | $66.43 | 128.74K |
| Q2 2022 | share | Increase | +88.50% | 56.14K shares | 3.56M | $71.63 | 119.58K |
| Q1 2022 | share | Increase | +12.07% | 6.83K shares | 429K | $78.89 | 63.44K |
| Q4 2021 | share | Increase | +11.42% | 5.80K shares | 804K | $80.71 | 56.61K |
| Q3 2021 | share | Increase | +2.45% | 1.21K shares | 22K | $74.24 | 50.80K |
| Q2 2021 | share | Increase | +2.62% | 1.26K shares | 116K | $75.03 | 49.59K |
| Q1 2021 | share | Increase | +2.58% | 1.21K shares | 612K | $71.83 | 48.32K |
| Q4 2020 | share | Increase | +3.54% | 1.61K shares | 506K | $62.74 | 47.11K |
| Q3 2020 | share | Increase | 0.00% | 45.50K shares | 2.51M | $53.59 | 45.50K |