Heartwood Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.4M | Buy |
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|
2025
Q2 | $46.1M | Buy |
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|
2025
Q1 | $42M | Buy |
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|
2024
Q4 | $40.3M | Buy |
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|
2024
Q3 | $43.8M | Buy |
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|
2024
Q2 | $39.7M | Buy |
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|
2024
Q1 | $37.4M | Sell |
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|
2023
Q4 | $44.5M | Buy |
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|
2023
Q3 | $42.6M | Buy |
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|
2023
Q2 | $43.6M | Buy |
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|
2023
Q1 | $42.5M | Buy |
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|
2022
Q4 | $39.4M | Buy |
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|
2022
Q3 | $34.5M | Sell |
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|
2022
Q2 | $45.7M | Buy |
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|
2022
Q1 | $48.6M | Buy |
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|
2021
Q4 | $46M | Buy |
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|
2021
Q3 | $47M | Buy |
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|
2021
Q2 | $49.9M | Sell |
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|
2021
Q1 | $48.5M | Sell |
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|
2020
Q4 | $50.3M | Buy |
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|
2020
Q3 | $43.2M | Sell |
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|
2020
Q2 | $39.6M | Buy |
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|
2020
Q1 | $32.5M | Buy |
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|
2019
Q4 | $387K | Buy |
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