LifePlan Investment 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
2026 Q1	$5.81M	Buy	176,357 +1,140	+0.7%	+$38.9K	2.28%	9
2025 Q4	$5.74M	Buy	175,217 +877	+0.5%	+$29.2K	2.34%	8
2025 Q3	$5.82M	Sell	174,340 -5,626	-3%	-$177K	2.44%	8
2025 Q2	$5.42M	Sell	179,966 -2,506	-1%	-$71K	2.69%	7
2025 Q1	$5.03M	Buy	182,472 +4,428	+2%	+$121K	2.89%	4
2024 Q4	$4.74M	Sell	178,044 -4,760	-3%	-$134K	2.93%	5
2024 Q3	$5.33M	Buy	182,804 +1,952	+1%	+$52.8K	3.41%	4
2024 Q2	$4.8M	Buy	180,852 +5,479	+3%	+$143K	3.46%	4
2024 Q1	$4.43M	Buy	175,373 +3,206	+2%	+$78.8K	3.53%	5
2023 Q4	$4.27M	Buy	172,167 +5,341	+3%	+$128K	3.91%	6
2023 Q3	$3.99M	Buy	166,826 +5,018	+3%	+$124K	4.24%	6
2023 Q2	$3.99M	Buy	+161,808	New	+$3.95M	4.45%	6