IHT WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$6.05M
portfolio value
IHT WEALTH MANAGEMENT, 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 | +255.66% | 65.56K shares | 4.22M | $66.43 | 91.21K |
| Q2 2022 | share | Increase | +42.29% | 7.62K shares | 415K | $71.63 | 25.64K |
| Q1 2022 | share | Increase | +53.30% | 6.26K shares | 472K | $78.89 | 18.02K |
| Q4 2021 | share | Increase | +2.62% | 300 shares | 99K | $80.71 | 11.75K |
| Q3 2021 | share | Decrease | -5.59% | -679 shares | -67K | $74.24 | 11.45K |
| Q2 2021 | share | Increase | +10.19% | 1.12K shares | 115K | $75.03 | 12.13K |
| Q1 2021 | share | Increase | +102.30% | 5.57K shares | 454K | $71.83 | 11.01K |
| Q4 2020 | share | Increase | 0.00% | 5.44K shares | 349K | $62.74 | 5.44K |
| Q2 2018 | share | Decrease | -100.00% | -1.35K shares | -65K | $44.27 | 0 |
| Q4 2017 | share | Increase | +5332.00% | 1.33K shares | 70K | $45.35 | 1.35K |
| Q3 2017 | share | 0.00% | 0 shares | -46K | $41.2 | 25 | |
| Q2 2017 | share | Increase | 0.00% | 25 shares | 47K | $39.41 | 25 |