IHT WEALTH MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$1.94M
portfolio value
IHT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +187.88% | 21.01K shares | 1.24M | $60.53 | 32.19K |
| Q2 2022 | share | Decrease | -1.88% | -214 shares | -163K | $62.73 | 11.18K |
| Q1 2022 | share | Increase | +4.95% | 538 shares | -8K | $75.86 | 11.39K |
| Q4 2021 | share | Decrease | -0.49% | -54 shares | 36K | $80.5 | 10.86K |
| Q3 2021 | share | Decrease | -22.73% | -3.21K shares | -269K | $76.66 | 10.91K |
| Q2 2021 | share | Increase | +6.60% | 874 shares | 120K | $77.99 | 14.12K |
| Q1 2021 | share | Increase | +21.37% | 2.33K shares | 242K | $73.97 | 13.25K |
| Q4 2020 | share | Increase | +2.94% | 312 shares | 156K | $67.69 | 10.91K |
| Q3 2020 | share | Increase | +8.17% | 801 shares | 72K | $54.81 | 10.60K |
| Q2 2020 | share | Decrease | -14.11% | -1.61K shares | 35K | $51.79 | 9.80K |
| Q1 2020 | share | Decrease | -3.83% | -455 shares | -233K | $41.36 | 11.41K |
| Q4 2019 | share | Increase | +2.25% | 261 shares | 58K | $58.73 | 11.87K |
| Q3 2019 | share | Increase | +38.64% | 3.23K shares | 178K | $54.92 | 11.61K |
| Q2 2019 | share | Decrease | -26.48% | -3.01K shares | -153K | $55.23 | 8.37K |
| Q1 2019 | share | Increase | +5.34% | 577 shares | 113K | $53.4 | 11.39K |
| Q4 2018 | share | Increase | 0.00% | 10.81K shares | 518K | $46.07 | 10.81K |
| Q2 2018 | share | Decrease | -100.00% | -211 shares | -11K | $52.33 | 0 |
| Q1 2018 | share | Increase | +0.48% | 1 shares | 0 | $50.29 | 211 |
| Q4 2017 | share | Increase | 0.00% | 210 shares | 11K | $50.51 | 210 |