Ethos Financial Group’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
2026 Q1	$4.25M	Buy	128,841 +4,899	+4%	+$167K	0.31%	79
2025 Q4	$4.06M	Sell	123,942 -119	-0.1%	-$3.97K	0.3%	79
2025 Q3	$4.14M	Sell	124,061 -102	-0.1%	-$3.21K	0.32%	75
2025 Q2	$3.74M	Buy	124,163 +10,390	+9%	+$294K	0.32%	77
2025 Q1	$3.03M	Buy	113,773 +188	+0.2%	+$5.15K	0.29%	80
2024 Q4	$3.02M	Buy	113,585 +3,993	+4%	+$113K	0.39%	62
2024 Q3	$3.2M	Buy	109,592 +2,606	+2%	+$70.5K	0.53%	41
2024 Q2	$2.85M	Buy	106,986 +3,754	+4%	+$97.8K	0.5%	47
2024 Q1	$2.61M	Buy	103,232 +10,968	+12%	+$270K	0.49%	50
2023 Q4	$2.29M	Buy	92,264 +2,667	+3%	+$64.1K	0.49%	47
2023 Q3	$2.14M	Sell	89,597 -9,574	-10%	-$237K	0.55%	44
2023 Q2	$2.43M	Hold	99,171	–	–	0.82%	32
2023 Q1	$2.43M	Buy	+99,171	New	+$2.46M	0.76%	34