CENTER FOR FINANCIAL PLANNING, INC. – Schwab U.S. Dividend Equity ETF Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$51,000
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. quarter portfolio value change:
-7.26%
quarter
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 | +89.36% | 361 shares | 22K | $66.43 | 765 |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $71.63 | 404 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $78.89 | 404 | |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $80.71 | 404 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $74.24 | 404 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $75.03 | 404 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $71.83 | 404 | |
| Q4 2020 | share | 0.00% | 0 shares | 4K | $62.74 | 404 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $53.59 | 404 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $49.64 | 404 | |
| Q1 2020 | share | 0.00% | 0 shares | -5K | $42.78 | 404 | |
| Q4 2019 | share | Increase | 0.00% | 404 shares | 23K | $54.52 | 404 |