EWM
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,491
| Closed | -$42K | – | 710 |
|
|
2017
Q4 | $42K | Hold |
1,491
| – | – | ﹤0.01% | 607 |
|
|
2017
Q3 | $40K | Hold |
1,491
| – | – | ﹤0.01% | 605 |
|
|
2017
Q2 | $37K | Hold |
1,491
| – | – | ﹤0.01% | 619 |
|
|
2017
Q1 | $36K | Buy |
+1,491
| New | +$36K | ﹤0.01% | 654 |
|
|
2016
Q1 | – | Sell |
-106
| Closed | -$2K | – | 1001 |
|
|
2015
Q4 | $2K | Buy |
+106
| New | +$2K | ﹤0.01% | 977 |
|