WT WEALTH MANAGEMENT – Schwab U.S. Dividend Equity ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$930,000
portfolio value
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 14.00K shares | 930K | $66.43 | 14.00K |
| Q1 2022 | share | Decrease | -100.00% | -2.52K shares | -204K | $78.89 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.52K shares | 204K | $80.71 | 2.52K |
| Q3 2020 | share | Decrease | -100.00% | -8.11K shares | -420K | $53.59 | 0 |
| Q2 2020 | share | Decrease | -26.49% | -2.92K shares | -76K | $49.64 | 8.11K |
| Q1 2020 | share | Decrease | -18.25% | -2.46K shares | -286K | $42.78 | 11.04K |
| Q4 2019 | share | Decrease | -3.59% | -503 shares | 15K | $54.52 | 13.50K |
| Q3 2019 | share | Increase | 0.00% | 14.01K shares | 767K | $51.15 | 14.01K |