TOTAL WEALTH PLANNING, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$0
portfolio value
TOTAL WEALTH PLANNING, LLC 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 | -100.00% | -6.98K shares | -344K | $48.26 | 0 |
| Q2 2022 | share | Decrease | -6.34% | -473 shares | -26K | $49.19 | 6.98K |
| Q1 2022 | share | Increase | +0.36% | 27 shares | -3K | $49.54 | 7.46K |
| Q4 2021 | share | Decrease | -1.74% | -132 shares | -14K | $50.85 | 7.43K |
| Q3 2021 | share | Decrease | -5.54% | -444 shares | -23K | $51.15 | 7.56K |
| Q2 2021 | share | 0.00% | 0 shares | -1K | $51.13 | 8.01K | |
| Q1 2021 | share | Decrease | -4.63% | -389 shares | -21K | $51.17 | 8.01K |
| Q4 2020 | share | Decrease | -0.46% | -39 shares | -3K | $51.19 | 8.4K |
| Q3 2020 | share | Decrease | -0.81% | -69 shares | -4K | $51.16 | 8.43K |
| Q2 2020 | share | 0.00% | 0 shares | -1K | $51.14 | 8.50K | |
| Q1 2020 | share | Decrease | -0.42% | -36 shares | 9K | $51.04 | 8.50K |
| Q4 2019 | share | Increase | +0.01% | 1 shares | -1K | $49.65 | 8.54K |
| Q3 2019 | share | Increase | +17.27% | 1.25K shares | 63K | $49.41 | 8.54K |
| Q2 2019 | share | Decrease | -2.02% | -150 shares | -4K | $49.13 | 7.28K |
| Q1 2019 | share | Increase | 0.00% | 7.43K shares | 373K | $48.44 | 7.43K |