AWM
Accurate Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
83,842
+9,647
| +13% | +$292K | 0.39% | 62 |
|
|
2025
Q1 | $1.96M | Buy |
74,195
+5,106
| +7% | +$135K | 0.37% | 70 |
|
|
2024
Q4 | $1.79M | Buy |
69,089
+17,944
| +35% | +$466K | 0.34% | 73 |
|
|
2024
Q3 | $1.47M | Buy |
51,145
+11,944
| +30% | +$343K | 0.29% | 87 |
|
|
2024
Q2 | $1.08M | Buy |
39,201
+5,232
| +15% | +$144K | 0.26% | 87 |
|
|
2024
Q1 | $839K | Sell |
33,969
-1,315
| -4% | -$32.5K | 0.25% | 91 |
|
|
2023
Q4 | $854K | Buy |
35,284
+1,675
| +5% | +$40.6K | 0.27% | 87 |
|
|
2023
Q3 | $804K | Buy |
33,609
+10,637
| +46% | +$254K | 0.25% | 89 |
|
|
2023
Q2 | $584K | Buy |
22,972
+14,210
| +162% | +$361K | 0.18% | 119 |
|
|
2023
Q1 | $215K | Sell |
8,762
-446
| -5% | -$10.9K | 0.07% | 235 |
|
|
2022
Q4 | $233K | Sell |
9,208
-7,970
| -46% | -$202K | 0.09% | 196 |
|
|
2022
Q3 | $445K | Buy |
17,178
+6,663
| +63% | +$173K | 0.19% | 101 |
|
|
2022
Q2 | $267K | Sell |
10,515
-1,984
| -16% | -$50.4K | 0.15% | 117 |
|
|
2022
Q1 | $347K | Buy |
+12,499
| New | +$347K | 0.16% | 116 |
|