Elwood & Goetz Wealth Advisory Group’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 | $612K | Buy |
20,315
+3,257
| +19% | +$98.2K | 0.13% | 46 |
|
|
2025
Q1 | $470K | Sell |
17,058
-1,012
| -6% | -$27.9K | 0.11% | 56 |
|
|
2024
Q4 | $481K | Buy |
18,070
+217
| +1% | +$5.78K | 0.12% | 54 |
|
|
2024
Q3 | $521K | Buy |
17,853
+103
| +0.6% | +$3.01K | 0.13% | 51 |
|
|
2024
Q2 | $471K | Sell |
17,750
-742
| -4% | -$19.7K | 0.13% | 46 |
|
|
2024
Q1 | $467K | Sell |
18,492
-187
| -1% | -$4.72K | 0.11% | 51 |
|
|
2023
Q4 | $463K | Sell |
18,679
-202
| -1% | -$5.01K | 0.1% | 50 |
|
|
2023
Q3 | $452K | Buy |
18,881
+453
| +2% | +$10.8K | 0.1% | 49 |
|
|
2023
Q2 | $454K | Hold |
18,428
| – | – | 0.1% | 44 |
|
|
2023
Q1 | $452K | Buy |
18,428
+13
| +0.1% | +$319 | 0.11% | 43 |
|
|
2022
Q4 | $436K | Sell |
18,415
-626
| -3% | -$14.8K | 0.13% | 42 |
|
|
2022
Q3 | $427K | Buy |
19,041
+969
| +5% | +$21.7K | 0.14% | 41 |
|
|
2022
Q2 | $459K | Sell |
18,072
-2,099
| -10% | -$53.3K | 0.15% | 39 |
|
|
2022
Q1 | $560K | Sell |
20,171
-7,099
| -26% | -$197K | 0.17% | 37 |
|
|
2021
Q4 | $808K | Buy |
27,270
+5,880
| +27% | +$174K | 0.25% | 28 |
|
|
2021
Q3 | $652K | Buy |
21,390
+1,891
| +10% | +$57.6K | 0.23% | 28 |
|
|
2021
Q2 | $641K | Hold |
19,499
| – | – | 0.24% | 26 |
|
|
2021
Q1 | $620K | Sell |
19,499
-853
| -4% | -$27.1K | 0.26% | 26 |
|
|
2020
Q4 | $624K | Sell |
20,352
-105
| -0.5% | -$3.22K | 0.29% | 24 |
|
|
2020
Q3 | $547K | Sell |
20,457
-3,825
| -16% | -$102K | 0.29% | 22 |
|
|
2020
Q2 | $591K | Buy |
24,282
+6,093
| +33% | +$148K | 0.36% | 18 |
|
|
2020
Q1 | $376K | Sell |
18,189
-686
| -4% | -$14.2K | 0.28% | 19 |
|
|
2019
Q4 | $517K | Sell |
18,875
-7,101
| -27% | -$195K | 0.37% | 18 |
|
|
2019
Q3 | $653K | Sell |
25,976
-2,645
| -9% | -$66.5K | 0.52% | 18 |
|
|
2019
Q2 | $751K | Sell |
28,621
-1,454
| -5% | -$38.2K | 0.64% | 16 |
|
|
2019
Q1 | $782K | Sell |
30,075
-19,654
| -40% | -$511K | 0.72% | 16 |
|
|
2018
Q4 | $1.17M | Buy |
+49,729
| New | +$1.17M | 1.24% | 15 |
|