LFS
Legacy Financial Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,983
| Closed | -$796K | – | 68 |
|
|
2020
Q4 | $796K | Sell |
25,983
-355
| -1% | -$10.9K | 0.41% | 40 |
|
|
2020
Q3 | $705K | Buy |
26,338
+3,697
| +16% | +$99K | 0.41% | 41 |
|
|
2020
Q2 | $551K | Buy |
22,641
+331
| +1% | +$8.06K | 0.43% | 40 |
|
|
2020
Q1 | $462K | Buy |
22,310
+5,345
| +32% | +$111K | 0.44% | 41 |
|
|
2019
Q4 | $464K | Sell |
16,965
-590
| -3% | -$16.1K | 0.37% | 49 |
|
|
2019
Q3 | $463K | Buy |
+17,555
| New | +$463K | 0.41% | 45 |
|
|
2018
Q2 | – | Sell |
-16,253
| Closed | -$466K | – | 99 |
|
|
2018
Q1 | $466K | Buy |
+16,253
| New | +$466K | 0.46% | 38 |
|