Carson Wealth (CWM LLC)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $3.73M | Sell |
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|
2023
Q3 | $4.42M | Sell |
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|
2023
Q2 | $5.63M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $5.18M | Buy |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.4M | Hold |
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|
2020
Q4 | $1.4M | Hold |
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|
2020
Q3 | $1.4M | Hold |
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|
2020
Q2 | $1.4M | Hold |
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|
2020
Q1 | $1.4M | Hold |
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|
2019
Q4 | $1.4M | Hold |
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|
2019
Q3 | $1.4M | Hold |
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|
2019
Q2 | $1.4M | Hold |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $638K | Sell |
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|
2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $923K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Buy |
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