SELECTIVE WEALTH MANAGEMENT, INC. – Schwab Short-Term U.S. Treasury ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$197,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.34% | -185 shares | -12K | $48.26 | 4.07K |
| Q2 2022 | share | Increase | +90.86% | 2.02K shares | 98K | $49.19 | 4.25K |
| Q1 2022 | share | Increase | 0.00% | 2.23K shares | 111K | $49.54 | 2.23K |
| Q2 2021 | share | Decrease | -100.00% | -525 shares | -27K | $51.13 | 0 |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $51.17 | 525 | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $51.19 | 525 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $51.16 | 525 | |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $51.14 | 525 | |
| Q1 2020 | share | Decrease | -73.47% | -1.45K shares | -73K | $51.04 | 525 |
| Q4 2019 | share | Decrease | -16.46% | -390 shares | -20K | $49.65 | 1.97K |
| Q3 2019 | share | Increase | 0.00% | 2.36K shares | 120K | $49.41 | 2.36K |