Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $856K | Sell |
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|
2019
Q3 | $1.91M | Sell |
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|
2019
Q2 | $2.21M | Buy |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $932K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $871K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $618K | Buy |
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