J.W. Cole 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $293K | Buy |
9,720
+2,050
| +27% | +$61.8K | 0.01% | 1156 |
|
2025
Q1 | $211K | Sell |
7,670
-2,403
| -24% | -$66.3K | 0.01% | 1124 |
|
2024
Q4 | $268K | Buy |
10,073
+1,707
| +20% | +$45.5K | 0.01% | 821 |
|
2024
Q3 | $244K | Buy |
+8,366
| New | +$244K | 0.01% | 837 |
|
2021
Q4 | – | Sell |
-140,426
| Closed | -$9.71M | – | 877 |
|
2021
Q3 | $9.71M | Buy |
+140,426
| New | +$9.71M | 0.69% | 23 |
|