Confluence Wealth Management’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
2020
Q3
$3.85M Buy
2020
Q2
$3.5M Sell
2020
Q1
$3.04M Sell
2019
Q4
$4.35M Buy
2019
Q3
$3.85M Buy
2019
Q2
$3.55M Buy
2019
Q1
$3.22M Buy
2018
Q4
$2.26M Buy
2018
Q3
$2.19M Buy
2018
Q2
$1.44M Sell
2018
Q1
$1.84M Buy
2017
Q4
$1.46M Buy
2017
Q3
$1.2M Buy
2017
Q2
$400K Hold
2017
Q1
$386K Hold
2016
Q4
$347K Buy
2016
Q3
$370K Sell
2016
Q2
$351K Sell
2016
Q1
$347K Buy