NEWEDGE WEALTH, LLC – Schwab U.S. TIPS ETF Transaction History
NEWEDGE WEALTH, LLC portfolio value:
$1.92M
portfolio value
NEWEDGE WEALTH, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.97% | -12.38K shares | -840K | $51.8 | 37.21K |
| Q2 2022 | share | Decrease | -36.88% | -28.97K shares | -2.00M | $55.8 | 49.59K |
| Q1 2022 | share | Decrease | -9.04% | -7.81K shares | -663K | $60.71 | 78.57K |
| Q4 2021 | share | Increase | +54.81% | 30.58K shares | 1.94M | $62.99 | 86.38K |
| Q3 2021 | share | Increase | +7.73% | 4.00K shares | 254K | $61.98 | 55.79K |
| Q2 2021 | share | Decrease | -60.32% | -78.72K shares | -4.74M | $60.85 | 51.79K |
| Q1 2021 | share | Increase | +165.84% | 81.42K shares | 4.93M | $59.02 | 130.52K |
| Q4 2020 | share | Increase | 0.00% | 49.09K shares | 3.04M | $59.91 | 49.09K |