Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $408K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $380K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $218K | Buy |
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