WT WEALTH MANAGEMENT – Schwab U.S. Large-Cap Value ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$0
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -6.40K shares | -400K | $58.51 | 0 |
| Q2 2022 | share | Decrease | -35.81% | -3.57K shares | -313K | $62.42 | 6.40K |
| Q1 2022 | share | Decrease | -1.92% | -195 shares | -32K | $71.39 | 9.98K |
| Q4 2021 | share | Increase | +2.84% | 281 shares | 77K | $73.15 | 10.18K |
| Q3 2021 | share | Decrease | -1.64% | -165 shares | -20K | $67.48 | 9.89K |
| Q2 2021 | share | Decrease | -0.28% | -28 shares | 29K | $68.01 | 10.06K |
| Q1 2021 | share | Decrease | -8.39% | -924 shares | 4K | $64.61 | 10.09K |
| Q4 2020 | share | Decrease | -23.13% | -3.31K shares | -92K | $58.65 | 11.01K |
| Q3 2020 | share | Increase | +4.51% | 619 shares | 60K | $51.09 | 14.33K |
| Q2 2020 | share | Decrease | -2.52% | -355 shares | 65K | $48.43 | 13.71K |
| Q1 2020 | share | Increase | +3.41% | 464 shares | -195K | $42.48 | 14.06K |
| Q4 2019 | share | Increase | +18.07% | 2.08K shares | 164K | $57.12 | 13.60K |
| Q3 2019 | share | Increase | 0.00% | 11.52K shares | 653K | $53.35 | 11.52K |