WEALTH ENHANCEMENT ADVISORY SERVICES, LLC – Schwab U.S. Dividend Equity ETF Transaction History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC portfolio value:
$5.91M
portfolio value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 | +18.38% | 13.57K shares | 555K | $66.43 | 87.44K |
| Q2 2022 | share | Decrease | -3.75% | -2.87K shares | -734K | $71.63 | 73.86K |
| Q1 2022 | share | Decrease | -3.14% | -2.48K shares | -136K | $78.89 | 76.74K |
| Q4 2021 | share | Decrease | -0.14% | -113 shares | 38K | $80.71 | 79.22K |
| Q3 2021 | share | Increase | +5.96% | 4.46K shares | 493K | $74.24 | 79.34K |
| Q2 2021 | share | Increase | +2.83% | 2.06K shares | 307K | $75.03 | 74.87K |
| Q1 2021 | share | Increase | 0.00% | 72.81K shares | 5.38M | $71.83 | 72.81K |