Badgley Phelps Wealth Managers’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 | $2.96M | Sell |
98,063
-2,569
| -3% | -$77.4K | 0.07% | 139 |
|
|
2025
Q1 | $2.77M | Sell |
100,632
-8,242
| -8% | -$227K | 0.07% | 141 |
|
|
2024
Q4 | $2.9M | Buy |
108,874
+9,915
| +10% | +$264K | 0.07% | 135 |
|
|
2024
Q3 | $2.89M | Sell |
98,959
-294
| -0.3% | -$8.58K | 0.07% | 133 |
|
|
2024
Q2 | $2.64M | Sell |
99,253
-3,631
| -4% | -$96.6K | 0.07% | 129 |
|
|
2024
Q1 | $2.6M | Sell |
102,884
-11,602
| -10% | -$293K | 0.07% | 128 |
|
|
2023
Q4 | $2.84M | Sell |
114,486
-12,158
| -10% | -$301K | 0.08% | 123 |
|
|
2023
Q3 | $3.03M | Sell |
126,644
-5,438
| -4% | -$130K | 0.1% | 116 |
|
|
2023
Q2 | $3.25M | Sell |
132,082
-18,168
| -12% | -$447K | 0.11% | 114 |
|
|
2023
Q1 | $3.68M | Sell |
150,250
-86,272
| -36% | -$2.12M | 0.14% | 111 |
|
|
2022
Q4 | $5.6M | Buy |
236,522
+226,415
| +2,240% | +$5.36M | 0.22% | 104 |
|
|
2022
Q3 | $226K | Sell |
10,107
-5,048
| -33% | -$113K | 0.01% | 180 |
|
|
2022
Q2 | $385K | Sell |
15,155
-63,255
| -81% | -$1.61M | 0.02% | 159 |
|
|
2022
Q1 | $2.18M | Sell |
78,410
-28,277
| -27% | -$785K | 0.08% | 117 |
|
|
2021
Q4 | $3.16M | Buy |
+106,687
| New | +$3.16M | 0.1% | 116 |
|