Everhart Financial 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 | $773K | Sell |
25,635
-871
| -3% | -$26.3K | 0.09% | 160 |
|
|
2025
Q1 | $731K | Sell |
26,506
-132
| -0.5% | -$3.64K | 0.1% | 145 |
|
|
2024
Q4 | $709K | Sell |
26,638
-397
| -1% | -$10.6K | 0.15% | 142 |
|
|
2024
Q3 | $789K | Buy |
27,035
+1,082
| +4% | +$31.6K | 0.17% | 131 |
|
|
2024
Q2 | $689K | Sell |
25,953
-2,540
| -9% | -$67.5K | 0.18% | 120 |
|
|
2024
Q1 | $719K | Sell |
28,493
-3,501
| -11% | -$88.4K | 0.21% | 104 |
|
|
2023
Q4 | $793K | Buy |
31,994
+373
| +1% | +$9.25K | 0.28% | 71 |
|
|
2023
Q3 | $757K | Sell |
31,621
-899
| -3% | -$21.5K | 0.32% | 65 |
|
|
2023
Q2 | $798K | Sell |
32,520
-436
| -1% | -$10.7K | 0.33% | 64 |
|
|
2023
Q1 | $808K | Sell |
32,956
-1,344
| -4% | -$33K | 0.36% | 55 |
|
|
2022
Q4 | $812K | Sell |
34,300
-21,655
| -39% | -$513K | 0.41% | 51 |
|
|
2022
Q3 | $1.25M | Sell |
55,955
-5,058
| -8% | -$113K | 0.69% | 28 |
|
|
2022
Q2 | $1.55M | Sell |
61,013
-7,312
| -11% | -$186K | 0.94% | 24 |
|
|
2022
Q1 | $1.9M | Buy |
68,325
+772
| +1% | +$21.4K | 1.1% | 24 |
|
|
2021
Q4 | $2M | Buy |
67,553
+20,561
| +44% | +$609K | 1.21% | 24 |
|
|
2021
Q3 | $1.43M | Buy |
46,992
+4,091
| +10% | +$125K | 0.98% | 26 |
|
|
2021
Q2 | $1.41M | Sell |
42,901
-637
| -1% | -$20.9K | 0.97% | 28 |
|
|
2021
Q1 | $1.38M | Sell |
43,538
-422
| -1% | -$13.4K | 1.21% | 21 |
|
|
2020
Q4 | $1.35M | Buy |
+43,960
| New | +$1.35M | 1.24% | 22 |
|