WT WEALTH MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$14.64M
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.32% | -78.22K shares | -4.22M | $41.99 | 348.81K |
| Q2 2022 | share | Decrease | -15.70% | -79.55K shares | -8.17M | $44.19 | 427.04K |
| Q1 2022 | share | Increase | +5.73% | 27.47K shares | -31K | $53.39 | 506.60K |
| Q4 2021 | share | Decrease | -1.24% | -2.99K shares | 1.88M | $113.36 | 239.56K |
| Q3 2021 | share | Increase | +6.09% | 13.92K shares | 1.35M | $103.86 | 242.56K |
| Q2 2021 | share | Increase | +1.57% | 3.53K shares | 2.07M | $103.94 | 228.64K |
| Q1 2021 | share | Increase | +2.44% | 5.35K shares | 1.77M | $96.11 | 225.11K |
| Q4 2020 | share | Decrease | -2.05% | -4.60K shares | 2.12M | $90.16 | 219.75K |
| Q3 2020 | share | Decrease | -26.59% | -81.27K shares | -4.58M | $78.59 | 224.36K |
| Q2 2020 | share | Decrease | -6.07% | -19.76K shares | 2.79M | $72.04 | 305.63K |
| Q1 2020 | share | Decrease | -2.75% | -9.20K shares | -6.06M | $59.01 | 325.39K |
| Q4 2019 | share | Increase | +12.22% | 36.44K shares | 4.54M | $74.64 | 334.60K |
| Q3 2019 | share | Increase | 0.00% | 298.16K shares | 21.17M | $68.53 | 298.16K |