Guardian 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 | – | Sell |
-83
| Closed | -$2.31K | – | 172 |
|
|
2025
Q1 | $2.31K | Sell |
83
-1
| -1% | -$28 | ﹤0.01% | 204 |
|
|
2024
Q4 | $2.23K | Buy |
84
+2
| +2% | +$53 | ﹤0.01% | 210 |
|
|
2024
Q3 | $2.39K | Buy |
82
+1
| +1% | +$29 | ﹤0.01% | 213 |
|
|
2024
Q2 | $2.16K | Sell |
81
-2
| -2% | -$53 | ﹤0.01% | 212 |
|
|
2024
Q1 | $2.11K | Sell |
83
-959
| -92% | -$24.3K | ﹤0.01% | 207 |
|
|
2023
Q4 | $25.8K | Sell |
1,042
-298
| -22% | -$7.39K | 0.02% | 133 |
|
|
2023
Q3 | $32.1K | Sell |
1,340
-17
| -1% | -$407 | 0.03% | 118 |
|
|
2023
Q2 | $33.4K | Sell |
1,357
-6,281
| -82% | -$155K | 0.03% | 121 |
|
|
2023
Q1 | $187K | Sell |
7,638
-1,492
| -16% | -$36.6K | 0.18% | 71 |
|
|
2022
Q4 | $216K | Sell |
9,130
-1,119
| -11% | -$26.5K | 0.21% | 75 |
|
|
2022
Q3 | $230K | Buy |
10,249
+53
| +0.5% | +$1.19K | 0.26% | 67 |
|
|
2022
Q2 | $259K | Buy |
10,196
+26
| +0.3% | +$660 | 0.28% | 66 |
|
|
2022
Q1 | $282K | Sell |
10,170
-253
| -2% | -$7.02K | 0.28% | 70 |
|
|
2021
Q4 | $309K | Buy |
+10,423
| New | +$309K | 0.3% | 66 |
|