Congress 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
2025 Q2	$794K	Sell	26,335 -233	-0.9%	-$6.6K	0.01%	769
2025 Q1	$735K	Buy	26,568 +5,271	+25%	+$144K	0.01%	708
2024 Q4	$567K	Buy	21,297 +1,680	+9%	+$47.4K	0.01%	614
2024 Q3	$572K	Sell	19,617 -668	-3%	-$18.1K	0.01%	618
2024 Q2	$539K	Sell	20,285 -1,079	-5%	-$28.1K	0.01%	526
2024 Q1	$539K	Sell	21,364 -1,573	-7%	-$38.7K	0.01%	443
2023 Q4	$569K	Sell	22,937 -3,920	-15%	-$94.3K	0.01%	449
2023 Q3	$643K	Sell	26,857 -14,099	-34%	-$349K	0.01%	421
2023 Q2	$1.01M	Sell	40,956 -1,857	-4%	-$45.4K	0.02%	338
2023 Q1	$1.05M	Sell	42,813 -505	-1%	-$12.5K	0.03%	331
2022 Q4	$1.03M	Sell	43,318 -392	-0.9%	-$9.12K	0.03%	330
2022 Q3	$979K	Sell	43,710 -1,921	-4%	-$47.5K	0.03%	336
2022 Q2	$1.16M	Sell	45,631 -310	-0.7%	-$8.1K	0.03%	319
2022 Q1	$1.27M	Sell	45,941 -1,628	-3%	-$47.1K	0.03%	325
2021 Q4	$1.41M	Buy	+47,569	New	+$1.45M	0.03%	338