JWM
JFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
40,489
-7,004
| -15% | -$211K | 0.26% | 28 |
|
|
2025
Q1 | $1.31M | Buy |
47,493
+1,993
| +4% | +$54.9K | 0.3% | 26 |
|
|
2024
Q4 | $1.21M | Buy |
45,500
+36,359
| +398% | +$968K | 0.28% | 35 |
|
|
2024
Q3 | $267K | Hold |
9,141
| – | – | 0.07% | 66 |
|
|
2024
Q2 | $243K | Hold |
9,141
| – | – | 0.07% | 50 |
|
|
2024
Q1 | $231K | Hold |
9,141
| – | – | 0.06% | 55 |
|
|
2023
Q4 | $227K | Buy |
+9,141
| New | +$227K | 0.07% | 72 |
|
|
2022
Q4 | – | Sell |
-193,517
| Closed | -$4.33M | – | 42 |
|
|
2022
Q3 | $4.33M | Buy |
+193,517
| New | +$4.33M | 1.45% | 12 |
|
|
2022
Q1 | – | Sell |
-27,218
| Closed | -$806K | – | 58 |
|
|
2021
Q4 | $806K | Buy |
+27,218
| New | +$806K | 0.3% | 13 |
|
|
2020
Q4 | – | Sell |
-94
| Closed | -$2.52K | – | 64 |
|
|
2020
Q3 | $2.52K | Buy |
+94
| New | +$2.52K | ﹤0.01% | 50 |
|
|
2019
Q1 | – | Sell |
-28,146
| Closed | -$662K | – | 20 |
|
|
2018
Q4 | $662K | Buy |
+28,146
| New | +$662K | 0.6% | 14 |
|