SELECTIVE WEALTH MANAGEMENT, INC. – Schwab U.S. Dividend Equity ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$244,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, 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 | -49.16% | -3.55K shares | -274K | $66.43 | 3.67K |
| Q2 2022 | share | Increase | +4722.67% | 7.08K shares | 506K | $71.63 | 7.23K |
| Q1 2022 | share | Increase | 0.00% | 150 shares | 12K | $78.89 | 150 |
| Q4 2019 | share | Decrease | -100.00% | -120 shares | -7K | $54.52 | 0 |
| Q3 2019 | share | Increase | 0.00% | 120 shares | 7K | $51.15 | 120 |