IHT WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$2.51M
portfolio value
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 42.97K shares | 2.51M | $58.51 | 42.97K |
| Q1 2020 | share | Decrease | -100.00% | -5.85K shares | -352K | $42.48 | 0 |
| Q4 2019 | share | Increase | +0.58% | 34 shares | 22K | $57.12 | 5.85K |
| Q3 2019 | share | Increase | 0.00% | 5.82K shares | 330K | $53.35 | 5.82K |
| Q4 2018 | share | Decrease | -100.00% | -4.41K shares | -248K | $45.37 | 0 |
| Q3 2018 | share | Increase | +0.11% | 5 shares | 14K | $51.22 | 4.41K |
| Q2 2018 | share | Increase | +0.09% | 4 shares | 7K | $48.17 | 4.40K |
| Q1 2018 | share | Decrease | -4.03% | -185 shares | -29K | $47.59 | 4.40K |
| Q4 2017 | share | Increase | 0.00% | 4.59K shares | 256K | $48.94 | 4.59K |