Heritage Wealth Advisors’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 |
-129
| Closed | -$3.56K | – | 586 |
|
|
2025
Q1 | $3.56K | Buy |
+129
| New | +$3.56K | ﹤0.01% | 476 |
|
|
2022
Q2 | – | Sell |
-271
| Closed | -$8K | – | 577 |
|
|
2022
Q1 | $8K | Hold |
271
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $8K | Hold |
271
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $8.26K | Hold |
271
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $8.91K | Hold |
271
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $8.61K | Sell |
271
-314
| -54% | -$9.98K | ﹤0.01% | 468 |
|
|
2020
Q4 | $18K | Buy |
585
+2
| +0.3% | +$62 | ﹤0.01% | 417 |
|
|
2020
Q3 | $15.6K | Hold |
583
| – | – | ﹤0.01% | 379 |
|
|
2020
Q2 | $14.2K | Sell |
583
-53
| -8% | -$1.29K | ﹤0.01% | 361 |
|
|
2020
Q1 | $13.2K | Sell |
636
-603
| -49% | -$12.5K | ﹤0.01% | 356 |
|
|
2019
Q4 | $33.9K | Buy |
1,239
+414
| +50% | +$11.3K | ﹤0.01% | 332 |
|
|
2019
Q3 | $20K | Sell |
825
-1,360
| -62% | -$33K | ﹤0.01% | 350 |
|
|
2019
Q2 | $57.3K | Buy |
+2,185
| New | +$57.3K | 0.01% | 237 |
|