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Kestra Private Wealth Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kestra Private Wealth Services’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,261
Closed -$276K – 1800
2025
Q3 		$276K Buy
+8,261
New +$260K ﹤0.01% 1403
2024
Q2 		– Sell
-12,183
Closed -$308K – 1406
2024
Q1 		$308K Sell
12,183
-734
-6% -$18K 0.01% 1003
2023
Q4 		$320K Buy
12,917
+1,501
+13% +$36.1K 0.01% 917
2023
Q3 		$273K Buy
11,416
+1,894
+20% +$46.9K 0.01% 903
2023
Q2 		$235K Buy
9,522
+1,279
+16% +$31.3K 0.01% 914
2023
Q1 		$202K Buy
+8,243
New +$204K 0.01% 930

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