Connecticut 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,243
| Closed | -$245K | – | 334 |
|
|
2024
Q2 | $245K | Sell |
9,243
-108
| -1% | -$2.87K | 0.01% | 287 |
|
|
2024
Q1 | $236K | Buy |
9,351
+108
| +1% | +$2.73K | 0.01% | 300 |
|
|
2023
Q4 | $229K | Sell |
9,243
-319
| -3% | -$7.91K | 0.01% | 296 |
|
|
2023
Q3 | $229K | Buy |
+9,562
| New | +$229K | 0.02% | 267 |
|
|
2022
Q2 | – | Sell |
-21,359
| Closed | -$593K | – | 198 |
|
|
2022
Q1 | $593K | Buy |
+21,359
| New | +$593K | 0.05% | 114 |
|