Hurlow Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,095
| Closed | -$224K | – | 99 |
|
|
2021
Q4 | $224K | Buy |
+7,095
| New | +$224K | 0.18% | 84 |
|
|
2021
Q3 | – | Sell |
-6,398
| Closed | -$210K | – | 99 |
|
|
2021
Q2 | $210K | Sell |
6,398
-545
| -8% | -$17.9K | 0.14% | 90 |
|
|
2021
Q1 | $221K | Sell |
6,943
-512
| -7% | -$16.3K | 0.16% | 89 |
|
|
2020
Q4 | $228K | Sell |
7,455
-1,372
| -16% | -$42K | 0.18% | 85 |
|
|
2020
Q3 | $236K | Sell |
8,827
-1,176
| -12% | -$31.4K | 0.22% | 77 |
|
|
2020
Q2 | $263K | Sell |
10,003
-30,746
| -75% | -$808K | 0.25% | 74 |
|
|
2020
Q1 | $874K | Buy |
40,749
+1,756
| +5% | +$37.7K | 0.94% | 24 |
|
|
2019
Q4 | $1.09M | Sell |
38,993
-5,082
| -12% | -$142K | 1.06% | 19 |
|
|
2019
Q3 | $1.13M | Sell |
44,075
-9,856
| -18% | -$252K | 1.2% | 18 |
|
|
2019
Q2 | $1.43M | Buy |
53,931
+2,472
| +5% | +$65.5K | 1.5% | 16 |
|
|
2019
Q1 | $1.37M | Buy |
51,459
+361
| +0.7% | +$9.63K | 1.47% | 16 |
|
|
2018
Q4 | $1.28M | Buy |
+51,098
| New | +$1.28M | 1.54% | 15 |
|