FWM
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Fonville Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fonville Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$799K Sell
24,238
-54
-0.2% -$1.84K 0.15% 70
2025
Q4 		$796K Buy
24,292
+9
+0% +$300 0.16% 73
2025
Q3 		$810K Sell
24,283
-84
-0.3% -$2.65K 0.18% 69
2025
Q2 		$734K Buy
24,367
+4
+0% +$113 0.19% 69
2025
Q1 		$670K Sell
24,363
-201
-0.8% -$5.5K 0.2% 67
2024
Q4 		$654K Sell
24,564
-46
-0.2% -$1.3K 0.22% 61
2024
Q3 		$718K Sell
24,610
-136
-0.5% -$3.68K 0.25% 59
2024
Q2 		$658K Sell
24,746
-1
-0% -$26 0.26% 59
2024
Q1 		$625K Sell
24,747
-399
-2% -$9.8K 0.28% 57
2023
Q4 		$623K Buy
+25,146
New +$605K 0.33% 57

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MG
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