LEDGE WEALTH MANAGEMENT, INC. – Schwab U.S. Dividend Equity ETF Transaction History
LEDGE WEALTH MANAGEMENT, INC. portfolio value:
$4.59M
portfolio value
LEDGE WEALTH MANAGEMENT, 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 | -14.45% | -11.67K shares | -1.19M | $66.43 | 69.15K |
| Q2 2022 | share | Increase | +18.86% | 12.82K shares | 425K | $71.63 | 80.83K |
| Q1 2022 | share | Increase | 0.00% | 68.00K shares | 5.36M | $78.89 | 68.00K |