Lee Financial’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 | $2.94M | Buy |
97,708
+1,730
| +2% | +$52.1K | 0.42% | 25 |
|
|
2025
Q1 | $2.65M | Buy |
95,978
+185
| +0.2% | +$5.1K | 0.4% | 23 |
|
|
2024
Q4 | $2.55M | Sell |
95,793
-123
| -0.1% | -$3.28K | 0.36% | 26 |
|
|
2024
Q3 | $2.8M | Sell |
95,916
-25
| -0% | -$730 | 0.4% | 24 |
|
|
2024
Q2 | $2.55M | Hold |
95,941
| – | – | 0.42% | 24 |
|
|
2024
Q1 | $2.42M | Sell |
95,941
-3,592
| -4% | -$90.7K | 0.4% | 24 |
|
|
2023
Q4 | $2.47M | Sell |
99,533
-1,444
| -1% | -$35.8K | 0.43% | 24 |
|
|
2023
Q3 | $2.42M | Sell |
100,977
-429
| -0.4% | -$10.3K | 0.45% | 23 |
|
|
2023
Q2 | $2.5M | Buy |
101,406
+4,979
| +5% | +$123K | 0.44% | 26 |
|
|
2023
Q1 | $2.36M | Buy |
96,427
+3,128
| +3% | +$76.7K | 0.41% | 28 |
|
|
2022
Q4 | $2.21M | Buy |
93,299
+4,885
| +6% | +$116K | 0.38% | 35 |
|
|
2022
Q3 | $1.98M | Sell |
88,414
-9,542
| -10% | -$214K | 0.37% | 36 |
|
|
2022
Q2 | $2.49M | Sell |
97,956
-29,411
| -23% | -$746K | 0.46% | 27 |
|
|
2022
Q1 | $3.54M | Sell |
127,367
-19,221
| -13% | -$534K | 0.63% | 23 |
|
|
2021
Q4 | $4.34M | Hold |
146,588
| – | – | 0.82% | 22 |
|
|
2021
Q3 | $4.47M | Sell |
146,588
-2
| -0% | -$61 | 0.92% | 21 |
|
|
2021
Q2 | $4.82M | Sell |
146,590
-1,111
| -0.8% | -$36.5K | 1.02% | 20 |
|
|
2021
Q1 | $4.69M | Sell |
147,701
-48
| -0% | -$1.53K | 1.11% | 20 |
|
|
2020
Q4 | $4.53M | Sell |
147,749
-7,011
| -5% | -$215K | 1.17% | 19 |
|
|
2020
Q3 | $4.14M | Sell |
154,760
-5,461
| -3% | -$146K | 1.16% | 18 |
|
|
2020
Q2 | $3.9M | Sell |
160,221
-22,182
| -12% | -$540K | 1.08% | 18 |
|
|
2020
Q1 | $3.77M | Sell |
182,403
-1,543
| -0.8% | -$31.9K | 1.25% | 15 |
|
|
2019
Q4 | $5.04M | Sell |
183,946
-6,322
| -3% | -$173K | 1.09% | 19 |
|
|
2019
Q3 | $4.78M | Sell |
190,268
-19,595
| -9% | -$492K | 1.08% | 20 |
|
|
2019
Q2 | $5.51M | Sell |
209,863
-6,410
| -3% | -$168K | 1.24% | 17 |
|
|
2019
Q1 | $5.63M | Buy |
216,273
+9,881
| +5% | +$257K | 1.32% | 16 |
|
|
2018
Q4 | $4.86M | Sell |
206,392
-82,701
| -29% | -$1.95M | 1.3% | 18 |
|
|
2018
Q3 | $7.43M | Sell |
289,093
-315
| -0.1% | -$8.1K | 1.83% | 12 |
|
|
2018
Q2 | $7.49M | Buy |
289,408
+9,453
| +3% | +$245K | 1.77% | 13 |
|
|
2018
Q1 | $8.04M | Buy |
279,955
+80,111
| +40% | +$2.3M | 2.04% | 12 |
|
|
2017
Q4 | $5.58M | Buy |
199,844
+9,474
| +5% | +$265K | 1.62% | 14 |
|
|
2017
Q3 | $5.12M | Buy |
190,370
+41,810
| +28% | +$1.13M | 1.65% | 14 |
|
|
2017
Q2 | $3.69M | Buy |
148,560
+28,987
| +24% | +$720K | 1.36% | 15 |
|
|
2017
Q1 | $2.87M | Buy |
119,573
+109,198
| +1,053% | +$2.62M | 1.14% | 18 |
|
|
2016
Q4 | $224K | Buy |
+10,375
| New | +$224K | 0.13% | 100 |
|