CLEARVIEW WEALTH ADVISORS LLC – Schwab U.S. Dividend Equity ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$14.29M
portfolio value
CLEARVIEW WEALTH 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 | Increase | +10.83% | 21.01K shares | 387K | $66.43 | 215.11K |
| Q2 2022 | share | Increase | +288.00% | 144.07K shares | 9.95M | $71.63 | 194.09K |
| Q1 2022 | share | Increase | +1264.19% | 46.35K shares | 3.65M | $78.89 | 50.02K |
| Q4 2021 | share | Decrease | -7.42% | -294 shares | 2K | $80.71 | 3.66K |
| Q3 2021 | share | Decrease | -75.03% | -11.9K shares | -905K | $74.24 | 3.96K |
| Q2 2021 | share | Increase | +55.41% | 5.65K shares | 455K | $75.03 | 15.86K |
| Q1 2021 | share | Increase | +747.67% | 9.00K shares | 667K | $71.83 | 10.20K |
| Q4 2020 | share | Increase | 0.00% | 1.20K shares | 77K | $62.74 | 1.20K |