GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.96M | Buy |
67,217
+3,380
| +5% | +$98.6K | 0.15% | 134 |
|
|
2024
Q2 | $1.7M | Buy |
63,837
+13,307
| +26% | +$353K | 0.13% | 139 |
|
|
2024
Q1 | $1.28M | Buy |
50,530
+3,506
| +7% | +$88.5K | 0.1% | 164 |
|
|
2023
Q4 | $1.17M | Buy |
47,024
+2,182
| +5% | +$54.1K | 0.1% | 173 |
|
|
2023
Q3 | $1.07M | Buy |
44,842
+1,606
| +4% | +$38.4K | 0.1% | 169 |
|
|
2023
Q2 | $1.06M | Buy |
43,236
+1,533
| +4% | +$37.8K | 0.1% | 172 |
|
|
2023
Q1 | $1.02M | Sell |
41,703
-13,611
| -25% | -$334K | 0.12% | 127 |
|
|
2022
Q4 | $1.31M | Sell |
55,314
-8,686
| -14% | -$206K | 0.28% | 53 |
|
|
2022
Q3 | $1.43M | Buy |
64,000
+11,560
| +22% | +$259K | 0.39% | 38 |
|
|
2022
Q2 | $1.33M | Sell |
52,440
-274
| -0.5% | -$6.96K | 0.36% | 43 |
|
|
2022
Q1 | $1.46M | Sell |
52,714
-282
| -0.5% | -$7.83K | 0.35% | 37 |
|
|
2021
Q4 | $1.57M | Sell |
52,996
-1,014
| -2% | -$30K | 0.42% | 40 |
|
|
2021
Q3 | $1.65M | Buy |
54,010
+798
| +1% | +$24.3K | 0.84% | 23 |
|
|
2021
Q2 | $1.75M | Sell |
53,212
-653
| -1% | -$21.5K | 0.9% | 21 |
|
|
2021
Q1 | $1.71M | Sell |
53,865
-1,071
| -2% | -$34K | 0.94% | 21 |
|
|
2020
Q4 | $1.68M | Sell |
54,936
-1,029
| -2% | -$31.5K | 0.97% | 21 |
|
|
2020
Q3 | $1.5M | Buy |
55,965
+173
| +0.3% | +$4.63K | 0.98% | 21 |
|
|
2020
Q2 | $1.36M | Buy |
55,792
+11,004
| +25% | +$268K | 0.98% | 19 |
|
|
2020
Q1 | $927K | Sell |
44,788
-611
| -1% | -$12.6K | 0.59% | 33 |
|
|
2019
Q4 | $1.24M | Buy |
45,399
+912
| +2% | +$25K | 0.55% | 33 |
|
|
2019
Q3 | $1.12M | Buy |
44,487
+306
| +0.7% | +$7.69K | 0.56% | 38 |
|
|
2019
Q2 | $1.16M | Buy |
44,181
+11,696
| +36% | +$307K | 0.61% | 30 |
|
|
2019
Q1 | $845K | Buy |
+32,485
| New | +$845K | 0.47% | 43 |
|