Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50,677
| Closed | -$1.67M | – | 104 |
|
|
2021
Q2 | $1.67M | Sell |
50,677
-2,213
| -4% | -$72.8K | 0.76% | 30 |
|
|
2021
Q1 | $1.68M | Sell |
52,890
-80,468
| -60% | -$2.56M | 0.94% | 25 |
|
|
2020
Q4 | $4.09M | Sell |
133,358
-2,172
| -2% | -$66.6K | 2.63% | 16 |
|
|
2020
Q3 | $3.63M | Sell |
135,530
-3,920
| -3% | -$105K | 2.55% | 14 |
|
|
2020
Q2 | $3.4M | Buy |
139,450
+4,665
| +3% | +$114K | 2.47% | 12 |
|
|
2020
Q1 | $2.79M | Sell |
134,785
-82,221
| -38% | -$1.7M | 2.31% | 9 |
|
|
2019
Q4 | $5.94M | Buy |
217,006
+89,732
| +71% | +$2.46M | 4.26% | 8 |
|
|
2019
Q3 | $3.39M | Buy |
+127,274
| New | +$3.39M | 2.5% | 14 |
|