WEALTHFRONT ADVISERS LLC – The Charles Schwab Corporation Transaction History
WEALTHFRONT ADVISERS LLC portfolio value:
$10.17M
portfolio value
WEALTHFRONT ADVISERS LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +48.85% | 46.44K shares | 4.16M | $71.87 | 141.52K |
| Q2 2022 | share | Decrease | -3.93% | -3.88K shares | -2.33M | $63.18 | 95.08K |
| Q1 2022 | share | Decrease | -11.63% | -13.02K shares | -1.07M | $84.31 | 98.96K |
| Q4 2021 | share | Increase | +43.53% | 33.96K shares | 3.73M | $84.48 | 111.98K |
| Q3 2021 | share | Increase | +83.29% | 35.45K shares | 2.58M | $72.68 | 78.02K |
| Q2 2021 | share | Increase | +20.57% | 7.26K shares | 798K | $72.48 | 42.56K |
| Q1 2021 | share | Increase | +7.72% | 2.53K shares | 562K | $64.71 | 35.30K |
| Q4 2020 | share | Increase | +11.18% | 3.29K shares | 671K | $52.49 | 32.77K |
| Q3 2020 | share | Increase | +1.06% | 309 shares | 84K | $35.71 | 29.48K |
| Q2 2020 | share | Decrease | -52.08% | -31.71K shares | -1.06M | $33.08 | 29.17K |
| Q1 2020 | share | Increase | +33.20% | 15.17K shares | -127K | $32.79 | 60.88K |
| Q4 2019 | share | Decrease | -7.58% | -3.74K shares | 105K | $46.21 | 45.70K |
| Q3 2019 | share | Increase | +109.55% | 25.85K shares | 1.12M | $40.49 | 49.45K |
| Q2 2019 | share | Decrease | -34.83% | -12.61K shares | -599K | $38.72 | 23.60K |
| Q1 2019 | share | Decrease | -9.50% | -3.8K shares | -114K | $41.04 | 36.21K |
| Q4 2018 | share | Increase | 0.00% | 40.01K shares | 1.66M | $39.72 | 40.01K |