Avantax Planning Partners’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 | $321K | Buy |
10,639
+158
| +2% | +$4.76K | 0.01% | 341 |
|
|
2025
Q1 | $289K | Sell |
10,481
-2,824
| -21% | -$77.9K | 0.01% | 340 |
|
|
2024
Q4 | $354K | Sell |
13,305
-5,216
| -28% | -$139K | 0.01% | 305 |
|
|
2024
Q3 | $540K | Sell |
18,521
-9,655
| -34% | -$282K | 0.02% | 246 |
|
|
2024
Q2 | $748K | Sell |
28,176
-49,594
| -64% | -$1.32M | 0.02% | 231 |
|
|
2024
Q1 | $1.96M | Buy |
+77,770
| New | +$1.96M | 0.06% | 147 |
|
|
2018
Q4 | – | Sell |
-1,670
| Closed | -$43K | – | 1016 |
|
|
2018
Q3 | $43K | Buy |
+1,670
| New | +$43K | ﹤0.01% | 524 |
|
|
2018
Q2 | – | Sell |
-5,916
| Closed | -$170K | – | 1236 |
|
|
2018
Q1 | $170K | Buy |
+5,916
| New | +$170K | 0.01% | 321 |
|