LifePlan Investment Advisors’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 | $5.42M | Sell |
179,966
-2,506
| -1% | -$75.5K | 2.69% | 7 |
|
|
2025
Q1 | $5.03M | Buy |
182,472
+4,428
| +2% | +$122K | 2.89% | 4 |
|
|
2024
Q4 | $4.74M | Sell |
178,044
-4,760
| -3% | -$127K | 2.93% | 5 |
|
|
2024
Q3 | $5.33M | Buy |
182,804
+1,952
| +1% | +$57K | 3.41% | 4 |
|
|
2024
Q2 | $4.8M | Buy |
180,852
+5,479
| +3% | +$146K | 3.46% | 4 |
|
|
2024
Q1 | $4.43M | Buy |
175,373
+3,206
| +2% | +$81K | 3.53% | 5 |
|
|
2023
Q4 | $4.27M | Buy |
172,167
+5,341
| +3% | +$132K | 3.91% | 6 |
|
|
2023
Q3 | $3.99M | Buy |
166,826
+5,018
| +3% | +$120K | 4.24% | 6 |
|
|
2023
Q2 | $3.99M | Buy |
+161,808
| New | +$3.99M | 4.45% | 6 |
|