FMWA
Forvis Mazars 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 | – | Sell |
-9,152
| Closed | -$252K | – | 404 |
|
|
2025
Q1 | $252K | Buy |
9,152
+708
| +8% | +$19.5K | 0.01% | 361 |
|
|
2024
Q4 | $225K | Sell |
8,444
-263
| -3% | -$7K | 0.01% | 407 |
|
|
2024
Q3 | $254K | Sell |
8,707
-270
| -3% | -$7.88K | 0.01% | 402 |
|
|
2024
Q2 | $238K | Hold |
8,977
| – | – | 0.01% | 379 |
|
|
2024
Q1 | $227K | Hold |
8,977
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $223K | Sell |
8,977
-15,885
| -64% | -$394K | 0.01% | 367 |
|
|
2023
Q3 | $595K | Buy |
24,862
+611
| +3% | +$14.6K | 0.02% | 247 |
|
|
2023
Q2 | $597K | Buy |
24,251
+2,434
| +11% | +$60K | 0.02% | 266 |
|
|
2023
Q1 | $535K | Hold |
21,817
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $516K | Buy |
+21,817
| New | +$516K | 0.02% | 257 |
|