Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.81M | Buy |
96,135
+16,511
| +21% | +$482K | 0.52% | 30 |
|
|
2024
Q2 | $2.11M | Buy |
79,624
+15,177
| +24% | +$403K | 0.42% | 34 |
|
|
2024
Q1 | $1.63M | Buy |
64,447
+16,692
| +35% | +$421K | 0.35% | 41 |
|
|
2023
Q4 | $1.18M | Sell |
47,755
-1,181
| -2% | -$29.3K | 0.28% | 50 |
|
|
2023
Q3 | $1.17M | Buy |
48,936
+2,013
| +4% | +$48.2K | 0.32% | 46 |
|
|
2023
Q2 | $1.16M | Buy |
46,923
+25,080
| +115% | +$618K | 0.31% | 45 |
|
|
2023
Q1 | $536K | Buy |
21,843
+7,325
| +50% | +$180K | 0.15% | 73 |
|
|
2022
Q4 | $344K | Buy |
14,518
+4,132
| +40% | +$97.8K | 0.1% | 107 |
|
|
2022
Q3 | $233K | Buy |
+10,386
| New | +$233K | 0.08% | 122 |
|
|
2021
Q4 | – | Sell |
-3,158
| Closed | -$96K | – | 780 |
|
|
2021
Q3 | $96K | Buy |
+3,158
| New | +$96K | 0.03% | 156 |
|