Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-51
| Closed | -$1K | – | 2025 |
|
|
2021
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1690 |
|
|
2020
Q2 | – | Sell |
-35,258
| Closed | -$729K | – | 1808 |
|
|
2020
Q1 | $729K | Hold |
35,258
| – | – | 0.24% | 52 |
|
|
2019
Q4 | $965K | Hold |
35,258
| – | – | 0.28% | 38 |
|
|
2019
Q3 | $886K | Sell |
35,258
-1,350
| -4% | -$33.9K | 0.28% | 39 |
|
|
2019
Q2 | $960K | Hold |
36,608
| – | – | 0.31% | 36 |
|
|
2019
Q1 | $952K | Buy |
36,608
+35,259
| +2,614% | +$917K | 0.32% | 37 |
|
|
2018
Q4 | $31K | Buy |
+1,349
| New | +$31K | 0.01% | 312 |
|