Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80,903
| Closed | -$2.05M | – | 225 |
|
|
2023
Q1 | $2.05M | Buy |
+80,903
| New | +$2.05M | 0.42% | 49 |
|
|
2021
Q4 | – | Sell |
-219
| Closed | -$7K | – | 914 |
|
|
2021
Q3 | $7K | Buy |
219
+217
| +10,850% | +$6.94K | ﹤0.01% | 891 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q3 | $0 | Sell |
2
-142
| -99% | – | ﹤0.01% | 941 |
|
|
2020
Q2 | $3K | Buy |
144
+142
| +7,100% | +$2.96K | ﹤0.01% | 705 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 978 |
|
|
2019
Q4 | $0 | Sell |
2
-1,044
| -100% | – | ﹤0.01% | 958 |
|
|
2019
Q3 | $26K | Buy |
+1,046
| New | +$26K | 0.02% | 355 |
|