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Bradley & Co Private Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-365
Closed -$9.05K – 201
2023
Q4 		$9.05K Buy
+365
New +$8.78K 0.01% 131

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Bradley & Co Private Wealth Management's SCHE Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 365 shares — an estimated $9.05K sold.

Bradley & Co Private Wealth Management first reported a position in SCHE in Q4 2023 and held it in 1 quarter. The position peaked at $9.05K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 365 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $9.05K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $9.05K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.