Marietta Investment Partners’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 | $281K | Sell |
9,329
-307
| -3% | -$9.25K | 0.06% | 143 |
|
2025
Q1 | $266K | Buy |
+9,636
| New | +$266K | 0.06% | 146 |
|
2021
Q4 | – | Sell |
-6,860
| Closed | -$209K | – | 187 |
|
2021
Q3 | $209K | Sell |
6,860
-2,953
| -30% | -$90K | 0.05% | 177 |
|
2021
Q2 | $323K | Buy |
9,813
+1,828
| +23% | +$60.2K | 0.07% | 153 |
|
2021
Q1 | $254K | Buy |
7,985
+341
| +4% | +$10.8K | 0.06% | 159 |
|
2020
Q4 | $234K | Buy |
+7,644
| New | +$234K | 0.06% | 148 |
|