FWM
Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $617K | Buy |
20,240
+287
| +1% | +$8.75K | 0.35% | 16 |
|
|
2021
Q2 | $656K | Sell |
19,953
-1,703
| -8% | -$56K | 0.37% | 15 |
|
|
2021
Q1 | $688K | Sell |
21,656
-159
| -0.7% | -$5.05K | 0.42% | 14 |
|
|
2020
Q4 | $669K | Hold |
21,815
| – | – | 0.43% | 15 |
|
|
2020
Q3 | $584K | Hold |
21,815
| – | – | 0.46% | 15 |
|
|
2020
Q2 | $531K | Buy |
21,815
+19,770
| +967% | +$481K | 0.42% | 18 |
|
|
2020
Q1 | $42K | Buy |
2,045
+181
| +10% | +$3.72K | 0.05% | 79 |
|
|
2019
Q4 | $51K | Buy |
+1,864
| New | +$51K | 0.05% | 82 |
|