Chesapeake Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Chesapeake 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
2026 Q1	$2.6M	Buy	78,778 +1,577	+2%	+$53.8K	0.8%	42
2025 Q4	$2.53M	Buy	77,201 +796	+1%	+$26.5K	0.75%	40
2025 Q3	$2.55M	Buy	76,405 +2,960	+4%	+$93.3K	0.78%	40
2025 Q2	$2.21M	Buy	73,445 +2,330	+3%	+$66K	0.74%	42
2025 Q1	$1.96M	Sell	71,115 -176	-0.2%	-$4.82K	0.7%	47
2024 Q4	$1.9M	Buy	71,291 +832	+1%	+$23.5K	0.65%	47
2024 Q3	$2.06M	Buy	70,459 +2,041	+3%	+$55.2K	0.7%	47
2024 Q2	$1.82M	Buy	68,418 +2,119	+3%	+$55.2K	0.66%	48
2024 Q1	$1.67M	Sell	66,299 -568	-0.8%	-$14K	0.61%	50
2023 Q4	$1.66M	Buy	66,867 +2,857	+4%	+$68.7K	0.64%	50
2023 Q3	$1.53M	Buy	64,010 +1,424	+2%	+$35.3K	0.64%	51
2023 Q2	$1.54M	Buy	62,586 +309	+0.5%	+$7.55K	0.61%	51
2023 Q1	$1.53M	Sell	62,277 -1,084	-2%	-$26.9K	0.64%	48
2022 Q4	$1.5M	Sell	63,361 -162	-0.3%	-$3.77K	0.66%	50
2022 Q3	$1.42M	Sell	63,523 -679	-1%	-$16.8K	0.65%	49
2022 Q2	$1.63M	Buy	64,202 +644	+1%	+$16.8K	0.7%	41
2022 Q1	$1.76M	Buy	63,558 +253	+0.4%	+$7.32K	0.64%	39
2021 Q4	$1.88M	Buy	63,305 +2,371	+4%	+$72.4K	0.63%	40
2021 Q3	$1.86M	Sell	60,934 -3,455	-5%	-$108K	0.66%	34
2021 Q2	$2.12M	Buy	64,389 +18	+0%	+$584	0.69%	34
2021 Q1	$2.05M	Buy	64,371 +2,456	+4%	+$80K	0.68%	33
2020 Q4	$1.9M	Buy	61,915 +1,591	+3%	+$46.1K	0.65%	35
2020 Q3	$1.61M	Sell	60,324 -1,410	-2%	-$37.7K	0.6%	41
2020 Q2	$1.5M	Sell	61,734 -271	-0.4%	-$6.16K	0.6%	39
2020 Q1	$1.28M	Buy	62,005 +759	+1%	+$19K	0.59%	39
2019 Q4	$1.68M	Buy	61,246 +3,204	+6%	+$84.4K	0.65%	39
2019 Q3	$1.46M	Buy	58,042 +791	+1%	+$20.1K	0.59%	40
2019 Q2	$1.5M	Buy	57,251 +5,545	+11%	+$144K	0.63%	37
2019 Q1	$1.34M	Sell	51,706 -1,791	-3%	-$45.4K	0.59%	45
2018 Q4	$1.26M	Sell	53,497 -2,177	-4%	-$52.8K	0.62%	43
2018 Q3	$1.43M	Sell	55,674 -1,919	-3%	-$49.7K	0.64%	42
2018 Q2	$1.49M	Sell	57,593 -6,479	-10%	-$178K	0.69%	38
2018 Q1	$1.84M	Buy	+64,072	New	+$1.88M	0.85%	31