LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $199K | Sell |
7,451
-501
| -6% | -$13.4K | 0.09% | 132 |
|
|
2020
Q2 | $194K | Hold |
7,952
| – | – | 0.09% | 125 |
|
|
2020
Q1 | $165K | Sell |
7,952
-34
| -0.4% | -$705 | 0.09% | 129 |
|
|
2019
Q4 | $219K | Buy |
7,986
+1,946
| +32% | +$53.4K | 0.1% | 127 |
|
|
2019
Q3 | $152K | Buy |
6,040
+4,434
| +276% | +$112K | 0.07% | 146 |
|
|
2019
Q2 | $42K | Buy |
1,606
+1,495
| +1,347% | +$39.1K | 0.02% | 259 |
|
|
2019
Q1 | $3K | Buy |
111
+1
| +0.9% | +$27 | ﹤0.01% | 497 |
|
|
2018
Q4 | $3K | Buy |
110
+8
| +8% | +$218 | ﹤0.01% | 482 |
|
|
2018
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 471 |
|
|
2018
Q1 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 455 |
|