FWA
FSM 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 | $1.15M | Buy |
38,241
+20,681
| +118% | +$623K | 0.19% | 79 |
|
|
2025
Q1 | $484K | Buy |
17,560
+5,160
| +42% | +$142K | 0.11% | 110 |
|
|
2024
Q4 | $327K | Buy |
12,400
+1,493
| +14% | +$39.3K | 0.08% | 131 |
|
|
2024
Q3 | $318K | Buy |
10,907
+419
| +4% | +$12.2K | 0.08% | 124 |
|
|
2024
Q2 | $279K | Sell |
10,488
-1,105
| -10% | -$29.3K | 0.09% | 121 |
|
|
2024
Q1 | $293K | Buy |
11,593
+2,345
| +25% | +$59.2K | 0.1% | 122 |
|
|
2023
Q4 | $229K | Buy |
+9,248
| New | +$229K | 0.1% | 142 |
|