Lyell 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
2025 Q2	$944K	Buy	31,315 +2,735	+10%	+$82.4K	0.07%	124
2025 Q1	$788K	Buy	28,580 +2,330	+9%	+$64.2K	0.07%	128
2024 Q4	$699K	Sell	26,250 -164	-0.6%	-$4.37K	0.06%	129
2024 Q3	$771K	Buy	26,414 +164	+0.6%	+$4.79K	0.07%	129
2024 Q2	$697K	Buy	+26,250	New	+$697K	0.07%	122