GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Schwab U.S. Dividend Equity ETF Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$48.54M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 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 | +5.64% | 38.98K shares | -969K | $66.43 | 730.81K |
| Q2 2022 | share | Increase | +8.27% | 52.83K shares | -893K | $71.63 | 691.82K |
| Q1 2022 | share | Increase | +13.35% | 75.25K shares | 4.84M | $78.89 | 638.99K |
| Q4 2021 | share | Increase | +6.76% | 35.69K shares | 6.36M | $80.71 | 563.73K |
| Q3 2021 | share | Increase | +9.97% | 47.86K shares | 2.89M | $74.24 | 528.04K |
| Q2 2021 | share | Increase | +11.38% | 49.05K shares | 4.87M | $75.03 | 480.17K |
| Q1 2021 | share | Increase | +9.50% | 37.41K shares | 6.18M | $71.83 | 431.12K |
| Q4 2020 | share | Increase | 0.00% | 393.70K shares | 25.25M | $62.74 | 393.70K |
| Q3 2020 | share | Decrease | -100.00% | -388.71K shares | -20.11M | $53.59 | 0 |
| Q2 2020 | share | Increase | +14.13% | 48.13K shares | 4.79M | $49.64 | 388.71K |
| Q1 2020 | share | Increase | 0.00% | 340.58K shares | 15.31M | $42.78 | 340.58K |