BCM
Boltwood Capital 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 | $7.25M | Buy |
240,631
+672
| +0.3% | +$20.3K | 2.06% | 11 |
|
2025
Q1 | $6.62M | Buy |
239,959
+1,630
| +0.7% | +$44.9K | 2.01% | 10 |
|
2024
Q4 | $6.35M | Sell |
238,329
-2,360
| -1% | -$62.8K | 1.93% | 14 |
|
2024
Q3 | $7.02M | Sell |
240,689
-7,840
| -3% | -$229K | 2.08% | 11 |
|
2024
Q2 | $6.6M | Sell |
248,529
-7,246
| -3% | -$192K | 2.06% | 11 |
|
2024
Q1 | $6.46M | Buy |
255,775
+10,320
| +4% | +$261K | 2% | 10 |
|
2023
Q4 | $6.08M | Buy |
245,455
+13,170
| +6% | +$326K | 2.02% | 13 |
|
2023
Q3 | $5.56M | Buy |
232,285
+14,102
| +6% | +$338K | 2.06% | 10 |
|
2023
Q2 | $5.37M | Sell |
218,183
-6,272
| -3% | -$154K | 1.94% | 11 |
|
2023
Q1 | $5.5M | Buy |
224,455
+5,304
| +2% | +$130K | 2.06% | 11 |
|
2022
Q4 | $5.19M | Sell |
219,151
-14,746
| -6% | -$349K | 2.11% | 9 |
|
2022
Q3 | $5.24M | Buy |
233,897
+39,670
| +20% | +$889K | 2.4% | 7 |
|
2022
Q2 | $4.93M | Sell |
194,227
-3,513
| -2% | -$89.2K | 2.13% | 9 |
|
2022
Q1 | $5.49M | Buy |
197,740
+9,278
| +5% | +$258K | 2.12% | 9 |
|
2021
Q4 | $5.58M | Buy |
188,462
+18,715
| +11% | +$554K | 2.06% | 10 |
|
2021
Q3 | $5.17M | Buy |
169,747
+19,669
| +13% | +$600K | 2.09% | 7 |
|
2021
Q2 | $4.94M | Buy |
150,078
+4,360
| +3% | +$143K | 2.05% | 8 |
|
2021
Q1 | $4.63M | Buy |
145,718
+7,417
| +5% | +$236K | 2.06% | 9 |
|
2020
Q4 | $4.24M | Buy |
138,301
+10,423
| +8% | +$319K | 2.06% | 8 |
|
2020
Q3 | $3.42M | Sell |
127,878
-820
| -0.6% | -$21.9K | 1.91% | 11 |
|
2020
Q2 | $3.13M | Buy |
128,698
+9,623
| +8% | +$234K | 1.89% | 11 |
|
2020
Q1 | $2.46M | Buy |
119,075
+21,032
| +21% | +$435K | 1.74% | 13 |
|
2019
Q4 | $2.68M | Buy |
98,043
+8,426
| +9% | +$231K | 1.51% | 18 |
|
2019
Q3 | $2.25M | Sell |
89,617
-2,539
| -3% | -$63.8K | 1.42% | 21 |
|
2019
Q2 | $2.42M | Buy |
92,156
+9,494
| +11% | +$249K | 1.54% | 20 |
|
2019
Q1 | $2.15M | Buy |
82,662
+15,254
| +23% | +$397K | 1.4% | 24 |
|
2018
Q4 | $1.59M | Sell |
67,408
-17,286
| -20% | -$407K | 1.09% | 31 |
|
2018
Q3 | $2.18M | Buy |
84,694
+16,353
| +24% | +$420K | 1.3% | 22 |
|
2018
Q2 | $1.77M | Buy |
68,341
+8,567
| +14% | +$222K | 1.15% | 27 |
|
2018
Q1 | $1.72M | Buy |
59,774
+1,800
| +3% | +$51.6K | 1.17% | 27 |
|
2017
Q4 | $1.62M | Buy |
57,974
+2,770
| +5% | +$77.4K | 0.99% | 33 |
|
2017
Q3 | $1.49M | Buy |
55,204
+2,087
| +4% | +$56.1K | 0.96% | 37 |
|
2017
Q2 | $1.32M | Buy |
53,117
+6,625
| +14% | +$165K | 0.89% | 38 |
|
2017
Q1 | $1.11M | Buy |
46,492
+3,809
| +9% | +$91.3K | 0.78% | 41 |
|
2016
Q4 | $920K | Buy |
42,683
+20,876
| +96% | +$450K | 0.7% | 46 |
|
2016
Q3 | $502K | Buy |
21,807
+6,813
| +45% | +$157K | 0.4% | 77 |
|
2016
Q2 | $319K | Buy |
14,994
+2,738
| +22% | +$58.3K | 0.27% | 91 |
|
2016
Q1 | $255K | Buy |
+12,256
| New | +$255K | 0.22% | 94 |
|