Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
26,335
-233
| -0.9% | -$7.02K | 0.01% | 769 |
|
|
2025
Q1 | $735K | Buy |
26,568
+5,271
| +25% | +$146K | 0.01% | 708 |
|
|
2024
Q4 | $567K | Buy |
21,297
+1,680
| +9% | +$44.7K | 0.01% | 614 |
|
|
2024
Q3 | $572K | Sell |
19,617
-668
| -3% | -$19.5K | 0.01% | 618 |
|
|
2024
Q2 | $539K | Sell |
20,285
-1,079
| -5% | -$28.7K | 0.01% | 526 |
|
|
2024
Q1 | $539K | Sell |
21,364
-1,573
| -7% | -$39.7K | 0.01% | 443 |
|
|
2023
Q4 | $569K | Sell |
22,937
-3,920
| -15% | -$97.2K | 0.01% | 449 |
|
|
2023
Q3 | $643K | Sell |
26,857
-14,099
| -34% | -$338K | 0.01% | 421 |
|
|
2023
Q2 | $1.01M | Sell |
40,956
-1,857
| -4% | -$45.7K | 0.02% | 338 |
|
|
2023
Q1 | $1.05M | Sell |
42,813
-505
| -1% | -$12.4K | 0.03% | 331 |
|
|
2022
Q4 | $1.03M | Sell |
43,318
-392
| -0.9% | -$9.28K | 0.03% | 330 |
|
|
2022
Q3 | $979K | Sell |
43,710
-1,921
| -4% | -$43K | 0.03% | 336 |
|
|
2022
Q2 | $1.16M | Sell |
45,631
-310
| -0.7% | -$7.87K | 0.03% | 319 |
|
|
2022
Q1 | $1.28M | Sell |
45,941
-1,628
| -3% | -$45.2K | 0.03% | 325 |
|
|
2021
Q4 | $1.41M | Buy |
+47,569
| New | +$1.41M | 0.03% | 336 |
|