WEALTHCARE ADVISORY PARTNERS LLC – Schwab U.S. Dividend Equity ETF Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$13.66M
portfolio value
WEALTHCARE ADVISORY PARTNERS 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 | +100.83% | 103.26K shares | 6.32M | $66.43 | 205.68K |
| Q2 2022 | share | Increase | 0.00% | 102.41K shares | 7.33M | $71.63 | 102.41K |
| Q2 2021 | share | Decrease | -100.00% | -507 shares | -37K | $75.03 | 0 |
| Q1 2021 | share | Increase | 0.00% | 507 shares | 37K | $71.83 | 507 |
| Q2 2020 | share | Decrease | -100.00% | -696 shares | -31K | $49.64 | 0 |
| Q1 2020 | share | Increase | +589.11% | 595 shares | 25K | $42.78 | 696 |
| Q4 2019 | share | Increase | 0.00% | 101 shares | 6K | $54.52 | 101 |
| Q1 2018 | share | Decrease | -100.00% | -78 shares | -4K | $43.68 | 0 |
| Q4 2017 | share | 0.00% | 0 shares | 0 | $45.35 | 78 | |
| Q3 2017 | share | Increase | 0.00% | 78 shares | 4K | $41.2 | 78 |