IFWM
Institute for Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,235
| Closed | -$34K | – | 618 |
|
2019
Q4 | $34K | Buy |
+1,235
| New | +$34K | 0.01% | 535 |
|
2018
Q1 | – | Sell |
-16,487
| Closed | -$460K | – | 372 |
|
2017
Q4 | $460K | Buy |
+16,487
| New | +$460K | 0.11% | 239 |
|
2014
Q1 | – | Sell |
-1
| Closed | – | – | 79 |
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 80 |
|