GYL Financial Synergies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.96M	Buy	67,217 +3,380	+5%	+$91.5K	0.15%	134
2024 Q2	$1.7M	Buy	63,837 +13,307	+26%	+$347K	0.13%	139
2024 Q1	$1.28M	Buy	50,530 +3,506	+7%	+$86.2K	0.1%	164
2023 Q4	$1.17M	Buy	47,024 +2,182	+5%	+$52.5K	0.1%	173
2023 Q3	$1.07M	Buy	44,842 +1,606	+4%	+$39.8K	0.1%	169
2023 Q2	$1.06M	Buy	43,236 +1,533	+4%	+$37.5K	0.1%	172
2023 Q1	$1.02M	Sell	41,703 -13,611	-25%	-$337K	0.12%	127
2022 Q4	$1.31M	Sell	55,314 -8,686	-14%	-$202K	0.28%	53
2022 Q3	$1.43M	Buy	64,000 +11,560	+22%	+$286K	0.39%	38
2022 Q2	$1.33M	Sell	52,440 -274	-0.5%	-$7.16K	0.36%	43
2022 Q1	$1.46M	Sell	52,714 -282	-0.5%	-$8.16K	0.35%	37
2021 Q4	$1.57M	Sell	52,996 -1,014	-2%	-$31K	0.42%	40
2021 Q3	$1.65M	Buy	54,010 +798	+1%	+$24.9K	0.84%	23
2021 Q2	$1.75M	Sell	53,212 -653	-1%	-$21.2K	0.9%	21
2021 Q1	$1.71M	Sell	53,865 -1,071	-2%	-$34.9K	0.94%	21
2020 Q4	$1.68M	Sell	54,936 -1,029	-2%	-$29.8K	0.97%	21
2020 Q3	$1.5M	Buy	55,965 +173	+0.3%	+$4.62K	0.98%	21
2020 Q2	$1.36M	Buy	55,792 +11,004	+25%	+$250K	0.98%	19
2020 Q1	$927K	Sell	44,788 -611	-1%	-$15.3K	0.59%	33
2019 Q4	$1.24M	Buy	45,399 +912	+2%	+$24K	0.55%	33
2019 Q3	$1.12M	Buy	44,487 +306	+0.7%	+$7.79K	0.56%	38
2019 Q2	$1.16M	Buy	44,181 +11,696	+36%	+$303K	0.61%	30
2019 Q1	$845K	Buy	+32,485	New	+$823K	0.47%	43