Golden State Wealth 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 | $315K | Sell |
10,447
-9,825
| -48% | -$296K | 0.04% | 294 |
|
|
2025
Q1 | $559K | Sell |
20,272
-4,228
| -17% | -$117K | 0.08% | 188 |
|
|
2024
Q4 | $652K | Buy |
+24,500
| New | +$652K | 0.1% | 166 |
|
|
2022
Q1 | $252K | Buy |
9,075
+1,996
| +28% | +$55.4K | 0.05% | 262 |
|
|
2021
Q4 | $210K | Hold |
7,079
| – | – | 0.04% | 348 |
|
|
2021
Q3 | $216K | Buy |
7,079
+889
| +14% | +$27.1K | 0.05% | 280 |
|
|
2021
Q2 | $204K | Buy |
+6,190
| New | +$204K | 0.05% | 288 |
|
|
2020
Q4 | – | Sell |
-8,132
| Closed | -$218K | – | 383 |
|
|
2020
Q3 | $218K | Buy |
+8,132
| New | +$218K | 0.07% | 185 |
|
|
2020
Q2 | – | Sell |
-8,132
| Closed | -$168K | – | 742 |
|
|
2020
Q1 | $168K | Sell |
8,132
-1,890,627
| -100% | -$39.1M | 0.07% | 176 |
|
|
2019
Q4 | $52M | Buy |
1,898,759
+1,890,622
| +23,235% | +$51.7M | 9.93% | 6 |
|
|
2019
Q3 | $204K | Buy |
8,137
+5
| +0.1% | +$125 | 0.07% | 198 |
|
|
2019
Q2 | $213K | Sell |
8,132
-4,472
| -35% | -$117K | 0.07% | 214 |
|
|
2019
Q1 | $328K | Buy |
+12,604
| New | +$328K | 0.11% | 160 |
|