HB WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$34.27M
portfolio value
HB WEALTH MANAGEMENT, 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 | -2.70% | -14.29K shares | -3.70M | $66.43 | 516.02K |
| Q2 2022 | share | Increase | +1.19% | 6.25K shares | -3.35M | $71.63 | 530.31K |
| Q1 2022 | share | Increase | +106.58% | 270.37K shares | 20.83M | $78.89 | 524.06K |
| Q4 2021 | share | Increase | 0.00% | 253.68K shares | 20.50M | $80.71 | 253.68K |