EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Dividend Equity ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$3.60M
portfolio value
EVERHART FINANCIAL GROUP, 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 | Decrease | -6.56% | -3.80K shares | -554K | $66.43 | 54.26K |
| Q2 2022 | share | Decrease | -3.15% | -1.88K shares | -571K | $71.63 | 58.07K |
| Q1 2022 | share | Increase | +1.83% | 1.07K shares | -30K | $78.89 | 59.96K |
| Q4 2021 | share | Decrease | -7.24% | -4.59K shares | 48K | $80.71 | 58.88K |
| Q3 2021 | share | Increase | +2.95% | 1.82K shares | 49K | $74.24 | 63.48K |
| Q2 2021 | share | Increase | +2.07% | 1.25K shares | 258K | $75.03 | 61.66K |
| Q1 2021 | share | Increase | +0.29% | 172 shares | 542K | $71.83 | 60.41K |
| Q4 2020 | share | Increase | 0.00% | 60.23K shares | 3.86M | $62.74 | 60.23K |