Kingsview Wealth Management’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 | $314K | Sell |
10,424
-379
| -4% | -$11.4K | 0.01% | 922 |
|
|
2025
Q1 | $298K | Buy |
10,803
+494
| +5% | +$13.6K | 0.01% | 894 |
|
|
2024
Q4 | $275K | Buy |
10,309
+2,816
| +38% | +$75K | 0.01% | 943 |
|
|
2024
Q3 | $219K | Sell |
7,493
-703
| -9% | -$20.5K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $218K | Buy |
+8,196
| New | +$218K | 0.01% | 957 |
|
|
2024
Q1 | – | Sell |
-8,905
| Closed | -$221K | – | 1062 |
|
|
2023
Q4 | $221K | Sell |
8,905
-509
| -5% | -$12.6K | 0.01% | 869 |
|
|
2023
Q3 | $225K | Buy |
+9,414
| New | +$225K | 0.01% | 844 |
|
|
2023
Q1 | – | Sell |
-8,645
| Closed | -$205K | – | 940 |
|
|
2022
Q4 | $205K | Buy |
+8,645
| New | +$205K | 0.01% | 786 |
|
|
2022
Q3 | – | Sell |
-8,562
| Closed | -$217K | – | 872 |
|
|
2022
Q2 | $217K | Buy |
8,562
+266
| +3% | +$6.74K | 0.01% | 745 |
|
|
2022
Q1 | $230K | Sell |
8,296
-190
| -2% | -$5.28K | 0.01% | 778 |
|
|
2021
Q4 | $251K | Sell |
8,486
-184
| -2% | -$5.44K | 0.01% | 781 |
|
|
2021
Q3 | $264K | Sell |
8,670
-476
| -5% | -$14.5K | 0.01% | 720 |
|
|
2021
Q2 | $299K | Sell |
9,146
-151
| -2% | -$4.94K | 0.01% | 698 |
|
|
2021
Q1 | $298K | Sell |
9,297
-621
| -6% | -$19.9K | 0.02% | 643 |
|
|
2020
Q4 | $304K | Sell |
9,918
-1,443
| -13% | -$44.2K | 0.02% | 549 |
|
|
2020
Q3 | $304K | Sell |
11,361
-608
| -5% | -$16.3K | 0.03% | 473 |
|
|
2020
Q2 | $291K | Sell |
11,969
-285
| -2% | -$6.93K | 0.03% | 448 |
|
|
2020
Q1 | $254K | Buy |
12,254
+332
| +3% | +$6.88K | 0.03% | 388 |
|
|
2019
Q4 | $326K | Sell |
11,922
-9,648
| -45% | -$264K | 0.04% | 354 |
|
|
2019
Q3 | $542K | Sell |
21,570
-49,302
| -70% | -$1.24M | 0.09% | 241 |
|
|
2019
Q2 | $1.86M | Buy |
70,872
+55,861
| +372% | +$1.47M | 0.31% | 87 |
|
|
2019
Q1 | $390K | Sell |
15,011
-587
| -4% | -$15.3K | 0.06% | 303 |
|
|
2018
Q4 | $367K | Sell |
15,598
-424
| -3% | -$9.98K | 0.08% | 253 |
|
|
2018
Q3 | $412K | Buy |
16,022
+990
| +7% | +$25.5K | 0.08% | 244 |
|
|
2018
Q2 | $389K | Buy |
15,032
+2,661
| +22% | +$68.9K | 0.09% | 231 |
|
|
2018
Q1 | $355K | Buy |
12,371
+2,961
| +31% | +$85K | 0.09% | 238 |
|
|
2017
Q4 | $263K | Buy |
+9,410
| New | +$263K | 0.09% | 260 |
|