Ironwood Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
40,835
-25,143
| -38% | -$758K | 0.45% | 21 |
|
|
2025
Q1 | $1.82M | Sell |
65,978
-452
| -0.7% | -$12.5K | 0.56% | 20 |
|
|
2024
Q4 | $1.77M | Sell |
66,430
-995
| -1% | -$26.5K | 0.55% | 20 |
|
|
2024
Q3 | $1.97M | Sell |
67,425
-393
| -0.6% | -$11.5K | 0.59% | 20 |
|
|
2024
Q2 | $1.8M | Sell |
67,818
-2,792
| -4% | -$74.2K | 0.59% | 20 |
|
|
2024
Q1 | $1.78M | Sell |
70,610
-854
| -1% | -$21.6K | 0.58% | 20 |
|
|
2023
Q4 | $1.77M | Sell |
71,464
-1,638
| -2% | -$40.6K | 0.59% | 20 |
|
|
2023
Q3 | $1.75M | Sell |
73,102
-3,452
| -5% | -$82.6K | 0.71% | 25 |
|
|
2023
Q2 | $1.89M | Sell |
76,554
-467
| -0.6% | -$11.5K | 0.7% | 23 |
|
|
2023
Q1 | $1.89M | Sell |
77,021
-3,417
| -4% | -$83.8K | 0.75% | 23 |
|
|
2022
Q4 | $1.9M | Buy |
80,438
+17,893
| +29% | +$424K | 0.8% | 23 |
|
|
2022
Q3 | $1.59M | Hold |
62,545
| – | – | 0.71% | 18 |
|
|
2022
Q2 | $1.59M | Buy |
62,545
+10,609
| +20% | +$269K | 0.71% | 18 |
|
|
2022
Q1 | $1.44M | Sell |
51,936
-452
| -0.9% | -$12.6K | 0.59% | 20 |
|
|
2021
Q4 | $1.55M | Sell |
52,388
-188
| -0.4% | -$5.57K | 0.68% | 16 |
|
|
2021
Q3 | $1.6M | Sell |
52,576
-407
| -0.8% | -$12.4K | 0.75% | 16 |
|
|
2021
Q2 | $1.76M | Sell |
52,983
-2,474
| -4% | -$81.9K | 1.01% | 16 |
|
|
2021
Q1 | $1.76M | Sell |
55,457
-13,922
| -20% | -$442K | 1.13% | 14 |
|
|
2020
Q4 | $2.13M | Sell |
69,379
-19,904
| -22% | -$610K | 1.32% | 14 |
|
|
2020
Q3 | $2.17M | Hold |
89,283
| – | – | 1.61% | 11 |
|
|
2020
Q2 | $2.17M | Sell |
89,283
-52,291
| -37% | -$1.27M | 1.61% | 11 |
|
|
2020
Q1 | $2.93M | Sell |
141,574
-109,263
| -44% | -$2.26M | 2.45% | 9 |
|
|
2019
Q4 | $6.87M | Sell |
250,837
-144,892
| -37% | -$3.97M | 4.79% | 9 |
|
|
2019
Q3 | $9.95M | Buy |
395,729
+5,489
| +1% | +$138K | 7.42% | 4 |
|
|
2019
Q2 | $10.2M | Buy |
390,240
+86,317
| +28% | +$2.26M | 7.84% | 4 |
|
|
2019
Q1 | $7.91M | Buy |
303,923
+1,465
| +0.5% | +$38.1K | 6.74% | 6 |
|
|
2018
Q4 | $7.12M | Sell |
302,458
-31,928
| -10% | -$751K | 6.86% | 6 |
|
|
2018
Q3 | $8.6M | Buy |
334,386
+26,229
| +9% | +$674K | 7.59% | 6 |
|
|
2018
Q2 | $7.98M | Buy |
+308,157
| New | +$7.98M | 7.48% | 6 |
|
|
2017
Q3 | $7.04M | Buy |
+261,457
| New | +$7.04M | 6.58% | 6 |
|