EWM
Empirical Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
662,657
+9,103
| +1% | +$274K | 0.45% | 41 |
|
|
2025
Q1 | $18M | Buy |
653,554
+65,077
| +11% | +$1.79M | 0.46% | 38 |
|
|
2024
Q4 | $15.7M | Buy |
588,477
+25,170
| +4% | +$670K | 0.43% | 45 |
|
|
2024
Q3 | $16.4M | Buy |
563,307
+42,214
| +8% | +$1.23M | 0.46% | 39 |
|
|
2024
Q2 | $13.8M | Buy |
521,093
+30,724
| +6% | +$816K | 0.41% | 48 |
|
|
2024
Q1 | $12.4M | Buy |
490,369
+49,732
| +11% | +$1.26M | 0.37% | 51 |
|
|
2023
Q4 | $10.9M | Buy |
440,637
+74,452
| +20% | +$1.85M | 0.36% | 56 |
|
|
2023
Q3 | $8.77M | Buy |
366,185
+33,834
| +10% | +$810K | 0.34% | 64 |
|
|
2023
Q2 | $8.19M | Buy |
332,351
+44,939
| +16% | +$1.11M | 0.33% | 64 |
|
|
2023
Q1 | $7.05M | Sell |
287,412
-3,120
| -1% | -$76.5K | 0.31% | 64 |
|
|
2022
Q4 | $6.88M | Sell |
290,532
-15,162
| -5% | -$359K | 0.32% | 61 |
|
|
2022
Q3 | $6.85M | Buy |
305,694
+14,530
| +5% | +$325K | 0.36% | 62 |
|
|
2022
Q2 | $7.39M | Buy |
291,164
+10,641
| +4% | +$270K | 0.39% | 52 |
|
|
2022
Q1 | $7.79M | Buy |
280,523
+40,402
| +17% | +$1.12M | 0.39% | 48 |
|
|
2021
Q4 | $7.11M | Sell |
240,121
-7,679
| -3% | -$227K | 0.36% | 53 |
|
|
2021
Q3 | $7.55M | Buy |
247,800
+20,719
| +9% | +$632K | 0.43% | 44 |
|
|
2021
Q2 | $7.47M | Buy |
227,081
+24,286
| +12% | +$798K | 0.45% | 42 |
|
|
2021
Q1 | $6.45M | Buy |
202,795
+5,257
| +3% | +$167K | 0.52% | 35 |
|
|
2020
Q4 | $6.06M | Buy |
197,538
+16,658
| +9% | +$511K | 0.46% | 38 |
|
|
2020
Q3 | $4.84M | Buy |
180,880
+11,344
| +7% | +$304K | 0.41% | 45 |
|
|
2020
Q2 | $4.13M | Buy |
169,536
+3,195
| +2% | +$77.8K | 0.39% | 45 |
|
|
2020
Q1 | $3.44M | Buy |
166,341
+6,719
| +4% | +$139K | 0.38% | 44 |
|
|
2019
Q4 | $4.37M | Sell |
159,622
-5,017
| -3% | -$137K | 0.48% | 36 |
|
|
2019
Q3 | $4.14M | Buy |
164,639
+23,220
| +16% | +$583K | 0.5% | 36 |
|
|
2019
Q2 | $3.71M | Buy |
141,419
+30,733
| +28% | +$806K | 0.48% | 34 |
|
|
2019
Q1 | $2.88M | Sell |
110,686
-637
| -0.6% | -$16.6K | 0.42% | 32 |
|
|
2018
Q4 | $2.62M | Sell |
111,323
-25,520
| -19% | -$600K | 0.44% | 31 |
|
|
2018
Q3 | $3.52M | Buy |
136,843
+1,819
| +1% | +$46.8K | 0.62% | 22 |
|
|
2018
Q2 | $3.5M | Buy |
135,024
+48,773
| +57% | +$1.26M | 0.65% | 22 |
|
|
2018
Q1 | $2.48M | Sell |
86,251
-490
| -0.6% | -$14.1K | 0.49% | 28 |
|
|
2017
Q4 | $2.42M | Buy |
86,741
+3,667
| +4% | +$102K | 0.52% | 27 |
|
|
2017
Q3 | $2.24M | Sell |
83,074
-1,050
| -1% | -$28.3K | 0.52% | 24 |
|
|
2017
Q2 | $2.09M | Sell |
84,124
-10,051
| -11% | -$250K | 0.51% | 24 |
|
|
2017
Q1 | $2.26M | Sell |
94,175
-12,680
| -12% | -$304K | 0.56% | 23 |
|
|
2016
Q4 | $2.3M | Buy |
106,855
+10,005
| +10% | +$216K | 0.57% | 22 |
|
|
2016
Q3 | $2.23M | Sell |
96,850
-1,512
| -2% | -$34.9K | 0.58% | 19 |
|
|
2016
Q2 | $2.09M | Buy |
98,362
+6,043
| +7% | +$129K | 0.55% | 19 |
|
|
2016
Q1 | $1.92M | Buy |
92,319
+15,710
| +21% | +$326K | 0.46% | 26 |
|
|
2015
Q4 | $1.5M | Sell |
76,609
-39,308
| -34% | -$767K | 0.36% | 33 |
|
|
2015
Q3 | $2.34M | Sell |
115,917
-34,788
| -23% | -$703K | 0.55% | 20 |
|
|
2015
Q2 | $3.7M | Buy |
150,705
+991
| +0.7% | +$24.4K | 0.86% | 19 |
|
|
2015
Q1 | $3.65M | Buy |
149,714
+1,451
| +1% | +$35.3K | 0.87% | 19 |
|
|
2014
Q4 | $3.54M | Buy |
148,263
+52,341
| +55% | +$1.25M | 0.87% | 20 |
|
|
2014
Q3 | $2.44M | Buy |
95,922
+271
| +0.3% | +$6.88K | 0.59% | 27 |
|
|
2014
Q2 | $2.49M | Buy |
95,651
+156
| +0.2% | +$4.06K | 0.62% | 22 |
|
|
2014
Q1 | $2.32M | Buy |
95,495
+38,159
| +67% | +$928K | 0.61% | 22 |
|
|
2013
Q4 | $1.41M | Buy |
57,336
+6,729
| +13% | +$165K | 0.4% | 34 |
|
|
2013
Q3 | $1.24M | Buy |
50,607
+4,654
| +10% | +$114K | 0.39% | 34 |
|
|
2013
Q2 | $1.07M | Buy |
+45,953
| New | +$1.07M | 0.36% | 28 |
|