Cyndeo Wealth Partners’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 | – | Sell |
-31,756
| Closed | -$876K | – | 489 |
|
|
2025
Q1 | $876K | Hold |
31,756
| – | – | 0.06% | 234 |
|
|
2024
Q4 | $846K | Hold |
31,756
| – | – | 0.06% | 234 |
|
|
2024
Q3 | $927K | Sell |
31,756
-5,566
| -15% | -$162K | 0.06% | 224 |
|
|
2024
Q2 | $991K | Hold |
37,322
| – | – | 0.08% | 213 |
|
|
2024
Q1 | $942K | Sell |
37,322
-12,004
| -24% | -$303K | 0.08% | 205 |
|
|
2023
Q4 | $1.22M | Sell |
49,326
-4,440
| -8% | -$110K | 0.11% | 175 |
|
|
2023
Q3 | $1.29M | Buy |
+53,766
| New | +$1.29M | 0.13% | 160 |
|