Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $55.4K | Sell |
2,081
-1
| -0% | -$27 | 0.02% | 197 |
|
|
2024
Q3 | $60.7K | Buy |
2,082
+32
| +2% | +$934 | 0.02% | 192 |
|
|
2024
Q2 | $54.4K | Sell |
2,050
-656
| -24% | -$17.4K | 0.02% | 191 |
|
|
2024
Q1 | $68.3K | Buy |
2,706
+919
| +51% | +$23.2K | 0.03% | 185 |
|
|
2023
Q4 | $44.3K | Buy |
1,787
+194
| +12% | +$4.81K | 0.02% | 213 |
|
|
2023
Q3 | $38.1K | Sell |
1,593
-18
| -1% | -$431 | 0.02% | 214 |
|
|
2023
Q2 | $39.7K | Buy |
1,611
+160
| +11% | +$3.94K | 0.02% | 213 |
|
|
2023
Q1 | $35.6K | Buy |
1,451
+386
| +36% | +$9.46K | 0.02% | 228 |
|
|
2022
Q4 | $25.2K | Buy |
+1,065
| New | +$25.2K | 0.02% | 251 |
|
|
2022
Q1 | – | Sell |
-1,173
| Closed | -$35K | – | 504 |
|
|
2021
Q4 | $35K | Buy |
+1,173
| New | +$35K | 0.02% | 229 |
|