Integrated Wealth Management (Palm Desert)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SCHE Stock Details SCHE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.23M	Buy
2016 Q4	$911K	Buy
2016 Q3	$749K	Buy
2016 Q2	$408K	Buy
2016 Q1	$28K	Buy
2015 Q4	$14K	Buy
2015 Q3	$14K	Hold
2015 Q2	$17K	Hold
2015 Q1	$17K	Buy