WEALTHFRONT ADVISERS LLC – Schwab U.S. REIT ETF Transaction History
WEALTHFRONT ADVISERS LLC portfolio value:
$13.96M
portfolio value
WEALTHFRONT ADVISERS LLC quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.47% | 142.03K shares | 1.20M | $18.69 | 747.09K |
| Q2 2022 | share | Increase | +17.77% | 91.31K shares | -25K | $21.09 | 605.06K |
| Q1 2022 | share | Decrease | -3.09% | -16.38K shares | -1.18M | $24.89 | 513.75K |
| Q4 2021 | share | Increase | +4.61% | 11.67K shares | 2.39M | $52.58 | 265.06K |
| Q3 2021 | share | Increase | +19.42% | 41.21K shares | 1.85M | $45.68 | 253.39K |
| Q2 2021 | share | Increase | +0.75% | 1.57K shares | 1.06M | $45.57 | 212.18K |
| Q1 2021 | share | Decrease | -6.88% | -15.56K shares | 66K | $40.72 | 210.60K |
| Q4 2020 | share | Decrease | -8.22% | -20.25K shares | -128K | $37.6 | 226.17K |
| Q3 2020 | share | Increase | +3.68% | 8.75K shares | 345K | $34.57 | 246.43K |
| Q2 2020 | share | Increase | +2.62% | 6.06K shares | 788K | $34.18 | 237.67K |
| Q1 2020 | share | Increase | +16.99% | 33.64K shares | -1.51M | $31.56 | 231.60K |
| Q4 2019 | share | Decrease | -0.32% | -645 shares | -270K | $44.13 | 197.96K |
| Q3 2019 | share | Decrease | -0.89% | -1.77K shares | 464K | $44.74 | 198.61K |
| Q2 2019 | share | Decrease | -1.43% | -2.90K shares | -127K | $41.87 | 200.38K |
| Q1 2019 | share | Decrease | -4.42% | -9.39K shares | 842K | $41.55 | 203.28K |
| Q4 2018 | share | Increase | 0.00% | 212.68K shares | 8.19M | $35.91 | 212.68K |