SOUDERS FINANCIAL ADVISORS – Schwab U.S. Dividend Equity ETF Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$21.75M
portfolio value
SOUDERS FINANCIAL ADVISORS 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 | Decrease | -1.25% | -4.13K shares | -1.99M | $66.43 | 327.47K |
| Q2 2022 | share | Increase | +2.72% | 8.78K shares | -1.71M | $71.63 | 331.60K |
| Q1 2022 | share | Increase | +4.26% | 13.17K shares | 439K | $78.89 | 322.81K |
| Q4 2021 | share | Increase | +4.41% | 13.08K shares | 3.01M | $80.71 | 309.64K |
| Q3 2021 | share | Increase | +2.46% | 7.11K shares | 129K | $74.24 | 296.55K |
| Q2 2021 | share | Decrease | -5.71% | -17.51K shares | -496K | $75.03 | 289.44K |
| Q1 2021 | share | Increase | +33.93% | 77.76K shares | 7.68M | $71.83 | 306.95K |
| Q4 2020 | share | Increase | +1.60% | 3.60K shares | 843K | $62.74 | 229.19K |
| Q3 2020 | share | Increase | +4.77% | 10.26K shares | 2.71M | $53.59 | 225.59K |
| Q2 2020 | share | Decrease | -21.09% | -57.53K shares | -1.13M | $49.64 | 215.32K |
| Q1 2020 | share | Increase | 0.00% | 272.85K shares | 12.27M | $42.78 | 272.85K |