CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,459
| Closed | -$1.08M | – | 86 |
|
|
2019
Q4 | $1.08M | Sell |
39,459
-6,783
| -15% | -$186K | 0.68% | 33 |
|
|
2019
Q3 | $1.16M | Sell |
46,242
-6,537
| -12% | -$164K | 0.79% | 28 |
|
|
2019
Q2 | $1.39M | Buy |
52,779
+6,016
| +13% | +$158K | 0.99% | 25 |
|
|
2019
Q1 | $1.22M | Sell |
46,763
-5,570
| -11% | -$145K | 0.98% | 24 |
|
|
2018
Q4 | $1.23M | Buy |
+52,333
| New | +$1.23M | 1.2% | 20 |
|