BWM
BCS 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 | $1.24M | Buy |
41,191
+3,854
| +10% | +$116K | 0.27% | 74 |
|
|
2025
Q1 | $1.03M | Sell |
37,337
-3,060
| -8% | -$84.3K | 0.26% | 83 |
|
|
2024
Q4 | $1.08M | Buy |
+40,397
| New | +$1.08M | 0.27% | 82 |
|
|
2024
Q2 | – | Sell |
-38,299
| Closed | -$967K | – | 207 |
|
|
2024
Q1 | $967K | Sell |
38,299
-5
| -0% | -$126 | 0.31% | 79 |
|
|
2023
Q4 | $950K | Sell |
38,304
-3,492
| -8% | -$86.6K | 0.35% | 72 |
|
|
2023
Q3 | $1M | Buy |
+41,796
| New | +$1M | 0.42% | 59 |
|
|
2023
Q2 | – | Sell |
-46,110
| Closed | -$1.13M | – | 153 |
|
|
2023
Q1 | $1.13M | Buy |
46,110
+6,728
| +17% | +$165K | 0.51% | 50 |
|
|
2022
Q4 | $932K | Buy |
39,382
+2,870
| +8% | +$67.9K | 0.39% | 68 |
|
|
2022
Q3 | $818K | Sell |
36,512
-231
| -0.6% | -$5.18K | 0.38% | 67 |
|
|
2022
Q2 | $933K | Sell |
36,743
-426
| -1% | -$10.8K | 0.41% | 60 |
|
|
2022
Q1 | $1.03M | Sell |
37,169
-5,600
| -13% | -$155K | 0.43% | 55 |
|
|
2021
Q4 | $1.27M | Buy |
42,769
+1,689
| +4% | +$50K | 0.45% | 49 |
|
|
2021
Q3 | $1.25M | Buy |
41,080
+8,255
| +25% | +$252K | 0.53% | 45 |
|
|
2021
Q2 | $1.08M | Buy |
32,825
+1,645
| +5% | +$54.1K | 0.57% | 40 |
|
|
2021
Q1 | $991K | Buy |
31,180
+1,642
| +6% | +$52.2K | 0.47% | 46 |
|
|
2020
Q4 | $905K | Sell |
29,538
-718
| -2% | -$22K | 0.47% | 45 |
|
|
2020
Q3 | $810K | Buy |
30,256
+76
| +0.3% | +$2.04K | 0.46% | 47 |
|
|
2020
Q2 | $735K | Buy |
30,180
+2,224
| +8% | +$54.2K | 0.44% | 49 |
|
|
2020
Q1 | $578K | Buy |
27,956
+5,602
| +25% | +$116K | 0.4% | 50 |
|
|
2019
Q4 | $612K | Buy |
+22,354
| New | +$612K | 0.41% | 50 |
|