HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC – Schwab U.S. Dividend Equity ETF Transaction History
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC portfolio value:
$3.94M
portfolio value
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, 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 | +8.78% | 4.78K shares | 34K | $66.43 | 59.33K |
| Q2 2022 | share | Increase | +9.71% | 4.82K shares | -15K | $71.63 | 54.54K |
| Q1 2022 | share | Increase | +27.22% | 10.63K shares | 763K | $78.89 | 49.72K |
| Q4 2021 | share | Increase | 0.00% | 39.08K shares | 3.15M | $80.71 | 39.08K |