IHT WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$2.53M
portfolio value
IHT WEALTH MANAGEMENT, LLC 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 | Increase | +751.93% | 53.32K shares | 2.22M | $41.99 | 60.41K |
Q2 2022 | share | Decrease | -13.14% | -1.07K shares | -123K | $44.19 | 7.09K |
Q1 2022 | share | Decrease | -8.81% | -789 shares | -70K | $53.39 | 8.16K |
Q4 2021 | share | 0.00% | 0 shares | 41K | $113.36 | 4.47K | |
Q3 2021 | share | Decrease | -20.90% | -1.18K shares | -125K | $103.86 | 4.47K |
Q2 2021 | share | Decrease | -1.89% | -109 shares | 32K | $103.94 | 5.66K |
Q1 2021 | share | Decrease | -4.34% | -262 shares | 9K | $96.11 | 5.76K |
Q4 2020 | share | Increase | +5.27% | 302 shares | 93K | $90.16 | 6.03K |
Q3 2020 | share | Increase | +11.96% | 612 shares | 80K | $78.59 | 5.72K |
Q2 2020 | share | Decrease | -27.90% | -1.98K shares | -53K | $72.04 | 5.11K |
Q1 2020 | share | Decrease | -32.07% | -3.35K shares | -374K | $59.01 | 7.09K |
Q4 2019 | share | Increase | 0.00% | 10.44K shares | 803K | $74.64 | 10.44K |