GWA
Geometric 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 | $396K | Sell |
13,148
-1,839
| -12% | -$55.4K | 0.06% | 57 |
|
|
2025
Q1 | $413K | Buy |
14,987
+700
| +5% | +$19.3K | 0.07% | 51 |
|
|
2024
Q4 | $380K | Buy |
14,287
+731
| +5% | +$19.5K | 0.07% | 52 |
|
|
2024
Q3 | $396K | Buy |
13,556
+4
| +0% | +$117 | 0.07% | 50 |
|
|
2024
Q2 | $360K | Hold |
13,552
| – | – | 0.07% | 44 |
|
|
2024
Q1 | $342K | Buy |
13,552
+552
| +4% | +$13.9K | 0.08% | 31 |
|
|
2023
Q4 | $322K | Buy |
13,000
+810
| +7% | +$20.1K | 0.09% | 30 |
|
|
2023
Q3 | $292K | Hold |
12,190
| – | – | 0.09% | 29 |
|
|
2023
Q2 | $310K | Buy |
12,190
+63
| +0.5% | +$1.6K | 0.1% | 25 |
|
|
2023
Q1 | $294K | Buy |
12,127
+518
| +4% | +$12.5K | 0.1% | 25 |
|
|
2022
Q4 | $275K | Buy |
11,609
+689
| +6% | +$16.3K | 0.11% | 24 |
|
|
2022
Q3 | $245K | Sell |
10,920
-93
| -0.8% | -$2.09K | 0.12% | 23 |
|
|
2022
Q2 | $280K | Buy |
11,013
+32
| +0.3% | +$814 | 0.14% | 24 |
|
|
2022
Q1 | $305K | Buy |
+10,981
| New | +$305K | 0.91% | 23 |
|