Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.48M | Buy |
71,545
+16,649
| +30% | +$344K | 0.55% | 23 |
|
|
2019
Q4 | $1.5M | Buy |
54,896
+8,675
| +19% | +$238K | 0.52% | 27 |
|
|
2019
Q3 | $1.16M | Buy |
46,221
+22,752
| +97% | +$572K | 0.45% | 31 |
|
|
2019
Q2 | $616K | Sell |
23,469
-343
| -1% | -$9K | 0.27% | 49 |
|
|
2019
Q1 | $619K | Sell |
23,812
-2,849
| -11% | -$74.1K | 0.3% | 49 |
|
|
2018
Q4 | $627K | Buy |
26,661
+17,465
| +190% | +$411K | 0.34% | 41 |
|
|
2018
Q3 | $236K | Buy |
9,196
+1,382
| +18% | +$35.5K | 0.18% | 91 |
|
|
2018
Q2 | $202K | Buy |
+7,814
| New | +$202K | 0.18% | 93 |
|