Glass Jacobson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3K | Sell |
2,002
-4,803
| -71% | -$145K | 0.02% | 278 |
|
|
2025
Q1 | $181K | Hold |
6,805
| – | – | 0.06% | 240 |
|
|
2024
Q4 | $181K | Buy |
6,805
+1,200
| +21% | +$32K | 0.06% | 240 |
|
|
2024
Q3 | $164K | Buy |
5,605
+1,895
| +51% | +$55.3K | 0.05% | 238 |
|
|
2024
Q2 | $98.5K | Buy |
3,710
+1,355
| +58% | +$36K | 0.04% | 272 |
|
|
2024
Q1 | $59.5K | Buy |
2,355
+1,840
| +357% | +$46.5K | 0.02% | 329 |
|
|
2023
Q4 | $12.8K | Hold |
515
| – | – | 0.01% | 499 |
|
|
2023
Q3 | $12.3K | Sell |
515
-320
| -38% | -$7.66K | 0.01% | 479 |
|
|
2023
Q2 | $20.6K | Buy |
+835
| New | +$20.6K | 0.01% | 426 |
|
|
2022
Q4 | $36.3K | Buy |
+1,535
| New | +$36.3K | 0.02% | 367 |
|