Evermay Wealth Management’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 | $463K | Sell |
15,370
-158
| -1% | -$4.76K | 0.06% | 131 |
|
|
2025
Q1 | $428K | Hold |
15,528
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $414K | Buy |
15,528
+33
| +0.2% | +$879 | 0.06% | 135 |
|
|
2024
Q3 | $452K | Hold |
15,495
| – | – | 0.07% | 133 |
|
|
2024
Q2 | $412K | Sell |
15,495
-172
| -1% | -$4.57K | 0.07% | 140 |
|
|
2024
Q1 | $396K | Sell |
15,667
-70
| -0.4% | -$1.77K | 0.06% | 147 |
|
|
2023
Q4 | $390K | Sell |
15,737
-388
| -2% | -$9.62K | 0.07% | 122 |
|
|
2023
Q3 | $386K | Sell |
16,125
-227
| -1% | -$5.43K | 0.08% | 115 |
|
|
2023
Q2 | $403K | Hold |
16,352
| – | – | 0.08% | 119 |
|
|
2023
Q1 | $401K | Sell |
16,352
-302
| -2% | -$7.41K | 0.08% | 113 |
|
|
2022
Q4 | $394K | Sell |
16,654
-3,843
| -19% | -$91K | 0.08% | 112 |
|
|
2022
Q3 | $459K | Sell |
20,497
-735
| -3% | -$16.5K | 0.09% | 95 |
|
|
2022
Q2 | $539K | Sell |
21,232
-2,814
| -12% | -$71.4K | 0.1% | 83 |
|
|
2022
Q1 | $668K | Buy |
24,046
+23,315
| +3,189% | +$648K | 0.11% | 88 |
|
|
2021
Q4 | $22K | Buy |
731
+383
| +110% | +$11.5K | ﹤0.01% | 348 |
|
|
2021
Q3 | $11K | Sell |
348
-100
| -22% | -$3.16K | ﹤0.01% | 380 |
|
|
2021
Q2 | $15K | Buy |
+448
| New | +$15K | ﹤0.01% | 375 |
|