Guardian Financial Partners’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 | $6.07M | Buy |
201,254
+4,707
| +2% | +$142K | 2.72% | 14 |
|
|
2025
Q1 | $5.42M | Buy |
196,547
+791
| +0.4% | +$21.8K | 2.59% | 14 |
|
|
2024
Q4 | $5.21M | Buy |
195,756
+7,480
| +4% | +$199K | 3.1% | 11 |
|
|
2024
Q3 | $5.49M | Buy |
188,276
+4,590
| +2% | +$134K | 3.44% | 10 |
|
|
2024
Q2 | $4.88M | Buy |
183,686
+44
| +0% | +$1.17K | 3.24% | 11 |
|
|
2024
Q1 | $4.64M | Sell |
183,642
-311
| -0.2% | -$7.85K | 3.18% | 12 |
|
|
2023
Q4 | $4.56M | Buy |
183,953
+1,296
| +0.7% | +$32.1K | 3.74% | 8 |
|
|
2023
Q3 | $4.37M | Buy |
+182,657
| New | +$4.37M | 4.11% | 6 |
|
|
2023
Q2 | – | Sell |
-194,097
| Closed | -$4.76M | – | 30 |
|
|
2023
Q1 | $4.76M | Sell |
194,097
-11,047
| -5% | -$271K | 4.78% | 6 |
|
|
2022
Q4 | $4.86M | Sell |
205,144
-9,096
| -4% | -$215K | 5.15% | 6 |
|
|
2022
Q3 | $4.8M | Sell |
214,240
-97,556
| -31% | -$2.19M | 5.56% | 5 |
|
|
2022
Q2 | $7.91M | Buy |
311,796
+4,086
| +1% | +$104K | 8.86% | 4 |
|
|
2022
Q1 | $8.07M | Buy |
307,710
+20,542
| +7% | +$539K | 8.31% | 4 |
|
|
2021
Q4 | $8.51M | Buy |
+287,168
| New | +$8.51M | 8.12% | 4 |
|