Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $349K | Hold |
14,150
| – | – | 0.08% | 241 |
|
|
2023
Q1 | $347K | Buy |
14,150
+250
| +2% | +$6.13K | 0.09% | 243 |
|
|
2022
Q4 | $329K | Hold |
13,900
| – | – | 0.1% | 222 |
|
|
2022
Q3 | $311K | Buy |
13,900
+2,250
| +19% | +$50.3K | 0.1% | 217 |
|
|
2022
Q2 | $296K | Sell |
11,650
-3,500
| -23% | -$88.9K | 0.08% | 229 |
|
|
2022
Q1 | $421K | Buy |
15,150
+600
| +4% | +$16.7K | 0.1% | 197 |
|
|
2021
Q4 | $431K | Sell |
14,550
-423
| -3% | -$12.5K | 0.09% | 202 |
|
|
2021
Q3 | $456K | Hold |
14,973
| – | – | 0.11% | 181 |
|
|
2021
Q2 | $492K | Buy |
+14,973
| New | +$492K | 0.1% | 181 |
|