HB 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 | $947K | Sell |
31,422
-3,638
| -10% | -$110K | 0.01% | 530 |
|
|
2025
Q1 | $967K | Buy |
35,060
+1,001
| +3% | +$27.6K | 0.01% | 539 |
|
|
2024
Q4 | $907K | Sell |
34,059
-6,381
| -16% | -$170K | 0.01% | 428 |
|
|
2024
Q3 | $1.18M | Sell |
40,440
-2,502
| -6% | -$73K | 0.01% | 355 |
|
|
2024
Q2 | $1.14M | Sell |
42,942
-5,750
| -12% | -$153K | 0.01% | 343 |
|
|
2024
Q1 | $1.23M | Sell |
48,692
-1,712
| -3% | -$43.2K | 0.02% | 312 |
|
|
2023
Q4 | $1.25M | Sell |
50,404
-1,972
| -4% | -$48.9K | 0.02% | 290 |
|
|
2023
Q3 | $1.25M | Buy |
52,376
+3,739
| +8% | +$89.5K | 0.02% | 275 |
|
|
2023
Q2 | $1.2M | Sell |
48,637
-2,954
| -6% | -$72.8K | 0.02% | 271 |
|
|
2023
Q1 | $1.27M | Sell |
51,591
-1,807
| -3% | -$44.3K | 0.02% | 255 |
|
|
2022
Q4 | $1.26M | Sell |
53,398
-4,263
| -7% | -$101K | 0.02% | 251 |
|
|
2022
Q3 | $1.29M | Sell |
57,661
-593,874
| -91% | -$13.3M | 0.03% | 224 |
|
|
2022
Q2 | $16.5M | Sell |
651,535
-52,752
| -7% | -$1.34M | 0.34% | 29 |
|
|
2022
Q1 | $19.6M | Buy |
704,287
+639,951
| +995% | +$17.8M | 0.36% | 28 |
|
|
2021
Q4 | $1.91M | Buy |
+64,336
| New | +$1.91M | 0.04% | 165 |
|