Beaird Harris Wealth Management’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
Q1 | – | Sell |
-103
| Closed | -$2.74K | – | 530 |
|
|
2024
Q4 | $2.74K | Sell |
103
-80
| -44% | -$2.13K | ﹤0.01% | 407 |
|
|
2024
Q3 | $5.34K | Sell |
183
-26
| -12% | -$759 | ﹤0.01% | 374 |
|
|
2024
Q2 | $5.55K | Hold |
209
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $5.28K | Hold |
209
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $5.18K | Hold |
209
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $5K | Hold |
209
| – | – | ﹤0.01% | 305 |
|
|
2023
Q2 | $5.15K | Hold |
209
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $5.13K | Hold |
209
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $4.95K | Hold |
209
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $5K | Hold |
209
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $5K | Sell |
209
-506
| -71% | -$12.1K | ﹤0.01% | 313 |
|
|
2022
Q1 | $20K | Buy |
715
+500
| +233% | +$14K | 0.01% | 254 |
|
|
2021
Q4 | $6K | Buy |
+215
| New | +$6K | ﹤0.01% | 458 |
|