BCGM WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
BCGM WEALTH MANAGEMENT, LLC portfolio value:
$12.6M
portfolio value
BCGM WEALTH MANAGEMENT, LLC 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 | +2.17% | 3.68K shares | -22K | $66.43 | 173.26K |
| Q2 2022 | share | Increase | +15.40% | 22.63K shares | 1.50M | $71.63 | 169.58K |
| Q1 2022 | share | Increase | +95.14% | 71.64K shares | 5.02M | $78.89 | 146.94K |
| Q4 2021 | share | Increase | +6.33% | 4.48K shares | 597K | $80.71 | 75.30K |
| Q3 2021 | share | Increase | +2.39% | 1.65K shares | 225K | $74.24 | 70.82K |
| Q2 2021 | share | Increase | +9.74% | 6.13K shares | 575K | $75.03 | 69.17K |
| Q1 2021 | share | Increase | 0.00% | 63.03K shares | 4.69M | $71.83 | 63.03K |