CVA Family Office’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 | $946K | Buy |
31,393
+186
| +0.6% | +$5.61K | 0.13% | 104 |
|
|
2025
Q1 | $860K | Sell |
31,207
-1,997
| -6% | -$55.1K | 0.13% | 107 |
|
|
2024
Q4 | $884K | Sell |
33,204
-326
| -1% | -$8.68K | 0.14% | 99 |
|
|
2024
Q3 | $978K | Sell |
33,530
-4,637
| -12% | -$135K | 0.16% | 91 |
|
|
2024
Q2 | $1.01M | Sell |
38,167
-11,119
| -23% | -$295K | 0.18% | 84 |
|
|
2024
Q1 | $1.24M | Sell |
49,286
-1,732
| -3% | -$43.7K | 0.22% | 75 |
|
|
2023
Q4 | $1.26M | Sell |
51,018
-7,871
| -13% | -$195K | 0.25% | 68 |
|
|
2023
Q3 | $1.41M | Sell |
58,889
-5,018
| -8% | -$120K | 0.32% | 58 |
|
|
2023
Q2 | $1.57M | Buy |
63,907
+15
| +0% | +$369 | 0.33% | 54 |
|
|
2023
Q1 | $1.57M | Sell |
63,892
-13,357
| -17% | -$328K | 0.35% | 52 |
|
|
2022
Q4 | $1.83M | Sell |
77,249
-19,143
| -20% | -$453K | 0.44% | 44 |
|
|
2022
Q3 | $2.16M | Sell |
96,392
-12,511
| -11% | -$280K | 0.59% | 44 |
|
|
2022
Q2 | $2.76M | Sell |
108,903
-12,270
| -10% | -$311K | 0.75% | 33 |
|
|
2022
Q1 | $3.37M | Buy |
121,173
+20,847
| +21% | +$579K | 0.8% | 29 |
|
|
2021
Q4 | $2.97M | Buy |
100,326
+36,181
| +56% | +$1.07M | 0.74% | 30 |
|
|
2021
Q3 | $1.72M | Sell |
64,145
-216,307
| -77% | -$5.79M | 1.24% | 21 |
|
|
2021
Q2 | $9.22M | Buy |
280,452
+147,859
| +112% | +$4.86M | 2.62% | 7 |
|
|
2021
Q1 | $4.21M | Buy |
132,593
+50,877
| +62% | +$1.62M | 1.6% | 15 |
|
|
2020
Q4 | $2.51M | Buy |
81,716
+17,571
| +27% | +$539K | 1.54% | 18 |
|
|
2020
Q3 | $1.72M | Buy |
64,145
+2,567
| +4% | +$68.7K | 1.24% | 21 |
|
|
2020
Q2 | $1.5M | Buy |
61,578
+13,469
| +28% | +$328K | 1.23% | 21 |
|
|
2020
Q1 | $995K | Buy |
48,109
+4,985
| +12% | +$103K | 1.01% | 27 |
|
|
2019
Q4 | $1.18M | Buy |
+43,124
| New | +$1.18M | 1.09% | 24 |
|