Capital Wealth Planning’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-23,436
| Closed | -$485K | – | 180 |
|
2020
Q1 | $485K | Sell |
23,436
-1,749
| -7% | -$36.2K | 0.03% | 126 |
|
2019
Q4 | $689K | Buy |
25,185
+866
| +4% | +$23.7K | 0.04% | 103 |
|
2019
Q3 | $633K | Sell |
24,319
-665
| -3% | -$17.3K | 0.04% | 122 |
|
2019
Q2 | $656K | Buy |
+24,984
| New | +$656K | 0.05% | 110 |
|
2017
Q3 | – | Sell |
-20,453
| Closed | -$508K | – | 173 |
|
2017
Q2 | $508K | Buy |
+20,453
| New | +$508K | 0.08% | 64 |
|