WT WEALTH MANAGEMENT – Schwab Short-Term U.S. Treasury ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$2.31M
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +213.09% | 32.63K shares | 1.56M | $48.26 | 47.94K |
| Q2 2022 | share | Increase | +2.05% | 308 shares | 10K | $49.19 | 15.31K |
| Q1 2022 | share | Increase | +3.03% | 441 shares | 2K | $49.54 | 15.00K |
| Q4 2021 | share | Decrease | -30.81% | -6.48K shares | -337K | $50.85 | 14.56K |
| Q3 2021 | share | Decrease | -9.45% | -2.19K shares | -113K | $51.15 | 21.05K |
| Q2 2021 | share | Increase | +1.44% | 329 shares | 15K | $51.13 | 23.24K |
| Q1 2021 | share | Increase | +0.19% | 44 shares | 1K | $51.17 | 22.91K |
| Q4 2020 | share | Decrease | -28.29% | -9.02K shares | -467K | $51.19 | 22.87K |
| Q3 2020 | share | Decrease | -78.47% | -116.26K shares | -6.00M | $51.16 | 31.89K |
| Q2 2020 | share | Increase | +8.47% | 11.56K shares | 583K | $51.14 | 148.16K |
| Q1 2020 | share | Decrease | -6.23% | -9.08K shares | -287K | $51.04 | 136.59K |
| Q4 2019 | share | Increase | +10.48% | 13.81K shares | 683K | $49.65 | 145.67K |
| Q3 2019 | share | Increase | 0.00% | 131.86K shares | 6.67M | $49.41 | 131.86K |