Foundations Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,345
Closed -$224K 744
2023
Q4
$224K Sell
9,345
-4,495
-32% -$108K 0.01% 617
2023
Q3
$331K Sell
13,840
-68,137
-83% -$1.63M 0.01% 491
2023
Q2
$2.02M Buy
81,977
+3,066
+4% +$75.5K 0.07% 192
2023
Q1
$1.93M Buy
+78,911
New +$1.93M 0.07% 172