Landmark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $294K | Sell |
11,844
-249
| -2% | -$5.99K | 0.11% | 78 |
|
|
2023
Q3 | $289K | Sell |
12,093
-697
| -5% | -$17.3K | 0.12% | 72 |
|
|
2023
Q2 | $315K | Sell |
12,790
-1,986
| -13% | -$48.5K | 0.13% | 70 |
|
|
2023
Q1 | $362K | Sell |
14,776
-1,318
| -8% | -$32.7K | 0.16% | 65 |
|
|
2022
Q4 | $381K | Sell |
16,094
-3,240
| -17% | -$75.4K | 0.18% | 64 |
|
|
2022
Q3 | $433K | Sell |
19,334
-7,546
| -28% | -$186K | 0.23% | 56 |
|
|
2022
Q2 | $682K | Sell |
26,880
-2,543
| -9% | -$66.4K | 0.34% | 41 |
|
|
2022
Q1 | $766K | Sell |
29,423
-8,653
| -23% | -$250K | 0.37% | 38 |
|
|
2021
Q4 | $1.13M | Sell |
38,076
-2,666
| -7% | -$81.5K | 0.5% | 28 |
|
|
2021
Q3 | $1.29M | Buy |
40,742
+1,944
| +5% | +$60.7K | 0.7% | 23 |
|
|
2021
Q2 | $1.28M | Sell |
38,798
-1,944
| -5% | -$63.1K | 0.61% | 25 |
|
|
2021
Q1 | $1.29M | Sell |
40,742
-19,354
| -32% | -$630K | 0.7% | 23 |
|
|
2020
Q4 | $1.91M | Sell |
60,096
-6,449
| -10% | -$187K | 1.08% | 21 |
|
|
2020
Q3 | $1.8M | Sell |
66,545
-1,509
| -2% | -$40.3K | 1.14% | 21 |
|
|
2020
Q2 | $1.79M | Sell |
68,054
-10,082
| -13% | -$229K | 1.17% | 22 |
|
|
2020
Q1 | $1.71M | Sell |
78,136
-8,777
| -10% | -$220K | 1.18% | 19 |
|
|
2019
Q4 | $2.38M | Sell |
86,913
-3,294
| -4% | -$86.8K | 1.39% | 17 |
|
|
2019
Q3 | $2.27M | Buy |
90,207
+740
| +0.8% | +$18.8K | 1.41% | 16 |
|
|
2019
Q2 | $2.35M | Buy |
89,467
+6,782
| +8% | +$176K | 1.44% | 17 |
|
|
2019
Q1 | $2.15M | Buy |
82,685
+2,945
| +4% | +$74.6K | 1.41% | 17 |
|
|
2018
Q4 | $1.88M | Buy |
79,740
+26,800
| +51% | +$649K | 1.23% | 20 |
|
|
2018
Q3 | $1.36M | Buy |
52,940
+8,451
| +19% | +$219K | 0.81% | 23 |
|
|
2018
Q2 | $1.15M | Sell |
44,489
-5,633
| -11% | -$155K | 0.71% | 25 |
|
|
2018
Q1 | $1.44M | Sell |
50,122
-12,410
| -20% | -$364K | 0.9% | 22 |
|
|
2017
Q4 | $1.75M | Sell |
62,532
-10,651
| -15% | -$294K | 1.11% | 19 |
|
|
2017
Q3 | $1.97M | Sell |
73,183
-5,777
| -7% | -$153K | 1.33% | 16 |
|
|
2017
Q2 | $1.96M | Sell |
78,960
-678
| -0.9% | -$16.7K | 1.41% | 14 |
|
|
2017
Q1 | $1.91M | Buy |
79,638
+3,190
| +4% | +$74.3K | 1.42% | 14 |
|
|
2016
Q4 | $1.65M | Buy |
76,448
+14,570
| +24% | +$326K | 1.32% | 18 |
|
|
2016
Q3 | $1.43M | Buy |
61,878
+3,283
| +6% | +$74.1K | 1.21% | 21 |
|
|
2016
Q2 | $1.25M | Buy |
58,595
+3,839
| +7% | +$78.9K | 1.17% | 23 |
|
|
2016
Q1 | $1.14M | Buy |
54,756
+13,132
| +32% | +$247K | 1.15% | 21 |
|
|
2015
Q4 | $812K | Sell |
41,624
-8,813
| -17% | -$185K | 0.86% | 22 |
|
|
2015
Q3 | $1.02M | Buy |
50,437
+1,284
| +3% | +$28.1K | 1.12% | 20 |
|
|
2015
Q2 | $1.21M | Buy |
49,153
+1,374
| +3% | +$35.2K | 1.25% | 18 |
|
|
2015
Q1 | $1.16M | Buy |
47,779
+1,348
| +3% | +$32.7K | 1.22% | 20 |
|
|
2014
Q4 | $1.11M | Buy |
+46,431
| New | +$1.16M | 1.14% | 20 |
|
Other funds holding SCHE
CSIA
SAG
MG
