JFS Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $4.73M | Sell |
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|
2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $5.4M | Sell |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $4.96M | Sell |
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|
2023
Q4 | $4.93M | Sell |
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|
2023
Q3 | $5.03M | Sell |
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|
2023
Q2 | $5.24M | Buy |
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|
2023
Q1 | $4.92M | Sell |
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|
2022
Q4 | $4.79M | Sell |
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|
2022
Q3 | $4.89M | Sell |
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|
2022
Q2 | $5.6M | Sell |
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|
2022
Q1 | $6.38M | Buy |
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|
2021
Q4 | $6.65M | Buy |
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|
2021
Q3 | $6.76M | Sell |
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|
2021
Q2 | $8.01M | Sell |
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|
2021
Q1 | $7.8M | Sell |
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|
2020
Q4 | $7.81M | Sell |
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|
2020
Q3 | $6.89M | Buy |
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|
2020
Q2 | $5.64M | Buy |
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|
2020
Q1 | $4.47M | Buy |
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|
2019
Q4 | $4.67M | Buy |
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|
2019
Q3 | $4.07M | Buy |
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|
2019
Q2 | $4.16M | Sell |
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|
2019
Q1 | $4.13M | Sell |
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|
2018
Q4 | $4.2M | Buy |
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|
2018
Q3 | $4.07M | Buy |
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|
2018
Q2 | $4.04M | Buy |
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|
2018
Q1 | $4.39M | Buy |
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|
2017
Q4 | $4.21M | Buy |
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|
2017
Q3 | $3.92M | Buy |
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|
2017
Q2 | $3.59M | Sell |
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|
2017
Q1 | $4.64M | Hold |
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|
2016
Q4 | $4.64M | Buy |
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|
2016
Q3 | $3.59M | Sell |
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|
2016
Q2 | $3.38M | Sell |
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|
2016
Q1 | $3.76M | Sell |
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|
2015
Q4 | $5.75M | Buy |
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|
2015
Q3 | $11K | Buy |
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