Avantax Advisory Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
27,797
+1,970
| +8% | +$59.4K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $712K | Sell |
25,827
-1,418
| -5% | -$39.1K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $726K | Buy |
27,245
+1,020
| +4% | +$27.2K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $765K | Sell |
26,225
-30,957
| -54% | -$903K | 0.01% | 1161 |
|
|
2024
Q2 | $1.52M | Buy |
57,182
+41,286
| +260% | +$1.1M | 0.01% | 775 |
|
|
2024
Q1 | $401K | Buy |
15,896
+800
| +5% | +$20.2K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $374K | Buy |
15,096
+1,380
| +10% | +$34.2K | ﹤0.01% | 1122 |
|
|
2023
Q3 | $328K | Buy |
13,716
+2,690
| +24% | +$64.4K | ﹤0.01% | 1145 |
|
|
2023
Q2 | $272K | Buy |
11,026
+899
| +9% | +$22.1K | ﹤0.01% | 1236 |
|
|
2023
Q1 | $248K | Sell |
10,127
-11,569
| -53% | -$284K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $514K | Sell |
21,696
-1,848
| -8% | -$43.7K | 0.01% | 853 |
|
|
2022
Q3 | $527K | Buy |
23,544
+1,420
| +6% | +$31.8K | 0.01% | 751 |
|
|
2022
Q2 | $561K | Buy |
22,124
+272
| +1% | +$6.9K | 0.01% | 739 |
|
|
2022
Q1 | $610K | Sell |
21,852
-5,045
| -19% | -$141K | 0.01% | 715 |
|
|
2021
Q4 | $797K | Buy |
26,897
+152
| +0.6% | +$4.5K | 0.01% | 599 |
|
|
2021
Q3 | $817K | Buy |
26,745
+275
| +1% | +$8.4K | 0.01% | 551 |
|
|
2021
Q2 | $869K | Buy |
26,470
+565
| +2% | +$18.5K | 0.02% | 516 |
|
|
2021
Q1 | $820K | Sell |
25,905
-2,827
| -10% | -$89.5K | 0.02% | 476 |
|
|
2020
Q4 | $879K | Sell |
28,732
-14,462
| -33% | -$442K | 0.02% | 404 |
|
|
2020
Q3 | $1.15M | Buy |
43,194
+32,277
| +296% | +$862K | 0.02% | 504 |
|
|
2020
Q2 | $264K | Sell |
10,917
-50,487
| -82% | -$1.22M | 0.01% | 693 |
|
|
2020
Q1 | $1.27M | Buy |
+61,404
| New | +$1.27M | 0.04% | 260 |
|