Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.62M | Sell |
53,239
-3,590
| -6% | -$109K | 0.64% | 36 |
|
|
2021
Q2 | $1.87M | Buy |
56,829
+4,721
| +9% | +$155K | 0.75% | 31 |
|
|
2021
Q1 | $1.66M | Buy |
52,108
+1,930
| +4% | +$61.3K | 0.7% | 33 |
|
|
2020
Q4 | $1.54M | Sell |
50,178
-736
| -1% | -$22.6K | 0.66% | 31 |
|
|
2020
Q3 | $1.36M | Sell |
50,914
-66
| -0.1% | -$1.77K | 0.67% | 31 |
|
|
2020
Q2 | $1.24M | Sell |
50,980
-5,309
| -9% | -$129K | 0.68% | 32 |
|
|
2020
Q1 | $1.17M | Sell |
56,289
-5,225
| -8% | -$108K | 0.8% | 32 |
|
|
2019
Q4 | $1.68M | Sell |
61,514
-7,641
| -11% | -$209K | 0.92% | 27 |
|
|
2019
Q3 | $1.74M | Sell |
69,155
-2,996
| -4% | -$75.3K | 1.09% | 26 |
|
|
2019
Q2 | $1.89M | Sell |
72,151
-516
| -0.7% | -$13.5K | 1.13% | 25 |
|
|
2019
Q1 | $1.89M | Buy |
72,667
+1,147
| +2% | +$29.8K | 1.13% | 26 |
|
|
2018
Q4 | $1.68M | Sell |
71,520
-3,755
| -5% | -$88.4K | 1.16% | 26 |
|
|
2018
Q3 | $1.94M | Hold |
75,275
| – | – | 1.2% | 25 |
|
|
2018
Q2 | $1.95M | Buy |
75,275
+99
| +0.1% | +$2.56K | 1.28% | 24 |
|
|
2018
Q1 | $2.16M | Buy |
75,176
+21,847
| +41% | +$627K | 1.51% | 19 |
|
|
2017
Q4 | $1.49M | Buy |
53,329
+2,078
| +4% | +$58.1K | 0.94% | 31 |
|
|
2017
Q3 | $1.38M | Buy |
51,251
+15,080
| +42% | +$406K | 0.9% | 33 |
|
|
2017
Q2 | $899K | Buy |
+36,171
| New | +$899K | 0.62% | 41 |
|