EFG
Ethos Financial Group’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 | $3.74M | Buy |
124,163
+10,390
| +9% | +$313K | 0.32% | 77 |
|
|
2025
Q1 | $3.03M | Buy |
113,773
+188
| +0.2% | +$5.01K | 0.29% | 80 |
|
|
2024
Q4 | $3.02M | Buy |
113,585
+3,993
| +4% | +$106K | 0.39% | 62 |
|
|
2024
Q3 | $3.2M | Buy |
109,592
+2,606
| +2% | +$76K | 0.53% | 41 |
|
|
2024
Q2 | $2.85M | Buy |
106,986
+3,754
| +4% | +$99.8K | 0.5% | 47 |
|
|
2024
Q1 | $2.61M | Buy |
103,232
+10,968
| +12% | +$277K | 0.49% | 50 |
|
|
2023
Q4 | $2.29M | Buy |
92,264
+2,667
| +3% | +$66.1K | 0.49% | 47 |
|
|
2023
Q3 | $2.14M | Sell |
89,597
-9,574
| -10% | -$229K | 0.55% | 44 |
|
|
2023
Q2 | $2.43M | Hold |
99,171
| – | – | 0.82% | 32 |
|
|
2023
Q1 | $2.43M | Buy |
+99,171
| New | +$2.43M | 0.76% | 34 |
|