GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.8K | Buy |
+3,146
| New | +$94.8K | ﹤0.01% | 827 |
|
|
2025
Q1 | – | Sell |
-628
| Closed | -$16.7K | – | 1685 |
|
|
2024
Q4 | $16.7K | Buy |
628
+15
| +2% | +$399 | ﹤0.01% | 1412 |
|
|
2024
Q3 | $17.9K | Buy |
+613
| New | +$17.9K | ﹤0.01% | 1298 |
|
|
2023
Q3 | – | Sell |
-16,519
| Closed | -$406K | – | 514 |
|
|
2023
Q2 | $406K | Buy |
16,519
+1,549
| +10% | +$38.1K | 0.04% | 192 |
|
|
2023
Q1 | $367K | Buy |
14,970
+2,001
| +15% | +$49.1K | 0.04% | 158 |
|
|
2022
Q4 | $307K | Buy |
12,969
+219
| +2% | +$5.18K | 0.03% | 194 |
|
|
2022
Q3 | $287K | Sell |
12,750
-2,537
| -17% | -$57.1K | 0.03% | 205 |
|
|
2022
Q2 | $387K | Buy |
15,287
+161
| +1% | +$4.08K | 0.05% | 186 |
|
|
2022
Q1 | $422K | Buy |
15,126
+1,618
| +12% | +$45.1K | 0.04% | 226 |
|
|
2021
Q4 | $402K | Buy |
13,508
+3,370
| +33% | +$100K | 0.03% | 227 |
|
|
2021
Q3 | $310K | Buy |
10,138
+3,167
| +45% | +$96.8K | 0.03% | 263 |
|
|
2021
Q2 | $228K | Buy |
6,971
+1,039
| +18% | +$34K | 0.03% | 193 |
|
|
2021
Q1 | $189K | Buy |
+5,932
| New | +$189K | 0.03% | 176 |
|