WIPFLI FINANCIAL ADVISORS LLC, – Schwab U.S. Dividend Equity ETF Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$5.00M
portfolio value
WIPFLI FINANCIAL ADVISORS 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 | Decrease | -9.27% | -7.68K shares | -941.76K | $66.43 | 75.27K |
| Q2 2022 | share | Decrease | -18.94% | -19.38K shares | -2.13M | $71.63 | 82.96K |
| Q1 2022 | share | Decrease | -0.66% | -682 shares | -253.68K | $78.89 | 102.34K |
| Q4 2021 | share | Decrease | -11.51% | -13.39K shares | -315.55K | $80.71 | 103.03K |
| Q3 2021 | share | Decrease | -1.72% | -2.03K shares | -314.47K | $74.24 | 116.42K |
| Q2 2021 | share | Decrease | -1.78% | -2.14K shares | 163.42K | $75.03 | 118.46K |
| Q1 2021 | share | Increase | +5.56% | 6.35K shares | 1.46M | $71.83 | 120.60K |
| Q4 2020 | share | Increase | 0.00% | 114.25K shares | 7.32M | $62.74 | 114.25K |