Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,613
| Closed | -$51K | – | 168 |
|
|
2021
Q1 | $51K | Hold |
1,613
| – | – | 0.01% | 100 |
|
|
2020
Q4 | $49K | Hold |
1,613
| – | – | 0.01% | 99 |
|
|
2020
Q3 | $43K | Hold |
1,613
| – | – | 0.01% | 102 |
|
|
2020
Q2 | $39K | Hold |
1,613
| – | – | 0.01% | 101 |
|
|
2020
Q1 | $33K | Sell |
1,613
-1,259
| -44% | -$25.8K | 0.01% | 96 |
|
|
2019
Q4 | $79K | Buy |
+2,872
| New | +$79K | 0.02% | 82 |
|