BEDEL FINANCIAL CONSULTING, INC. – Schwab U.S. Dividend Equity ETF Transaction History
BEDEL FINANCIAL CONSULTING, INC. portfolio value:
$408,000
portfolio value
BEDEL FINANCIAL CONSULTING, INC. 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 | Decrease | -1.29% | -72 shares | 9K | $66.43 | 5.49K |
| Q2 2022 | share | Increase | +0.05% | 3 shares | -40K | $71.63 | 5.56K |
| Q1 2022 | share | Decrease | -0.52% | -29 shares | -13K | $78.89 | 5.56K |
| Q4 2021 | share | Increase | +0.04% | 2 shares | 37K | $80.71 | 5.59K |
| Q3 2021 | share | Decrease | -9.19% | -566 shares | -51K | $74.24 | 5.59K |
| Q2 2021 | share | Decrease | -8.31% | -558 shares | -24K | $75.03 | 6.15K |
| Q1 2021 | share | Decrease | -2.01% | -138 shares | 51K | $71.83 | 6.71K |
| Q4 2020 | share | Increase | +0.04% | 3 shares | 60K | $62.74 | 6.85K |
| Q3 2020 | share | Increase | +2.65% | 177 shares | 34K | $53.59 | 6.84K |
| Q2 2020 | share | 0.00% | 0 shares | 45K | $49.64 | 6.67K | |
| Q1 2020 | share | 0.00% | 0 shares | -86K | $42.78 | 6.67K | |
| Q4 2019 | share | 0.00% | 0 shares | 21K | $54.52 | 6.67K | |
| Q3 2019 | share | 0.00% | 0 shares | 11K | $51.15 | 6.67K | |
| Q2 2019 | share | 0.00% | 0 shares | 5K | $49.11 | 6.67K | |
| Q1 2019 | share | Increase | +9.88% | 600 shares | 64K | $48 | 6.67K |
| Q4 2018 | share | 0.00% | 0 shares | -26K | $42.83 | 6.07K | |
| Q3 2018 | share | 0.00% | 0 shares | 12K | $47.94 | 6.07K | |
| Q2 2018 | share | 0.00% | 0 shares | 1K | $44.27 | 6.07K | |
| Q1 2018 | share | Decrease | -0.16% | -10 shares | -13K | $43.68 | 6.07K |
| Q4 2017 | share | Increase | 0.00% | 6.08K shares | 311K | $45.35 | 6.08K |