EverSource Wealth Advisors’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 | $16.2K | Buy |
539
+501
| +1,318% | +$15.1K | ﹤0.01% | 2456 |
|
|
2025
Q1 | $1.05K | Hold |
38
| – | – | ﹤0.01% | 3211 |
|
|
2024
Q4 | $1.01K | Sell |
38
-112
| -75% | -$2.98K | ﹤0.01% | 2960 |
|
|
2024
Q3 | $4.38K | Hold |
150
| – | – | ﹤0.01% | 2277 |
|
|
2024
Q2 | $4.03K | Hold |
150
| – | – | ﹤0.01% | 2291 |
|
|
2024
Q1 | $3.82K | Sell |
150
-936
| -86% | -$23.8K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $26.9K | Buy |
1,086
+9
| +0.8% | +$223 | ﹤0.01% | 1117 |
|
|
2023
Q3 | $25.8K | Buy |
1,077
+904
| +523% | +$21.6K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $4.26K | Sell |
173
-240
| -58% | -$5.91K | ﹤0.01% | 1794 |
|
|
2023
Q1 | $10.1K | Buy |
413
+240
| +139% | +$5.89K | ﹤0.01% | 1348 |
|
|
2022
Q4 | $4.1K | Buy |
173
+150
| +652% | +$3.55K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1884 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q1 | $1K | Sell |
23
-44
| -66% | -$1.91K | ﹤0.01% | 1664 |
|
|
2021
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 1614 |
|