Marshall Financial Group (Pennsylvania)’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 | $2.4M | Sell |
79,680
-367
| -0.5% | -$11.1K | 0.72% | 20 |
|
|
2025
Q1 | $2.21M | Sell |
80,047
-3,237
| -4% | -$89.2K | 0.69% | 19 |
|
|
2024
Q4 | $2.22M | Buy |
83,284
+1,832
| +2% | +$48.8K | 0.68% | 21 |
|
|
2024
Q3 | $2.38M | Sell |
81,452
-957
| -1% | -$27.9K | 0.72% | 21 |
|
|
2024
Q2 | $2.19M | Buy |
82,409
+3,685
| +5% | +$97.9K | 0.71% | 20 |
|
|
2024
Q1 | $1.99M | Sell |
78,724
-232
| -0.3% | -$5.86K | 0.66% | 20 |
|
|
2023
Q4 | $1.96M | Buy |
78,956
+9,972
| +14% | +$247K | 0.7% | 20 |
|
|
2023
Q3 | $1.65M | Sell |
68,984
-292
| -0.4% | -$6.99K | 0.67% | 21 |
|
|
2023
Q2 | $1.71M | Sell |
69,276
-3,787
| -5% | -$93.3K | 0.65% | 22 |
|
|
2023
Q1 | $1.79M | Sell |
73,063
-905
| -1% | -$22.2K | 0.73% | 21 |
|
|
2022
Q4 | $1.75M | Buy |
73,968
+760
| +1% | +$18K | 0.75% | 22 |
|
|
2022
Q3 | $1.64M | Sell |
73,208
-3,912
| -5% | -$87.6K | 0.78% | 21 |
|
|
2022
Q2 | $1.96M | Buy |
77,120
+923
| +1% | +$23.4K | 0.89% | 20 |
|
|
2022
Q1 | $2.12M | Sell |
76,197
-597
| -0.8% | -$16.6K | 0.84% | 21 |
|
|
2021
Q4 | $2.28M | Sell |
76,794
-2,397
| -3% | -$71K | 0.88% | 22 |
|
|
2021
Q3 | $2.41M | Buy |
79,191
+2,616
| +3% | +$79.7K | 1.02% | 19 |
|
|
2021
Q2 | $2.52M | Sell |
76,575
-5,953
| -7% | -$196K | 1.07% | 17 |
|
|
2021
Q1 | $2.62M | Buy |
82,528
+3,841
| +5% | +$122K | 1.19% | 16 |
|
|
2020
Q4 | $2.41M | Buy |
78,687
+8,676
| +12% | +$266K | 1.18% | 16 |
|
|
2020
Q3 | $1.87M | Buy |
70,011
+3,634
| +5% | +$97.2K | 1.11% | 18 |
|
|
2020
Q2 | $1.62M | Sell |
66,377
-18,727
| -22% | -$456K | 1.07% | 19 |
|
|
2020
Q1 | $1.76M | Sell |
85,104
-27,751
| -25% | -$574K | 1.42% | 19 |
|
|
2019
Q4 | $3.09M | Buy |
112,855
+9,028
| +9% | +$247K | 2.09% | 11 |
|
|
2019
Q3 | $2.61M | Sell |
103,827
-664
| -0.6% | -$16.7K | 1.99% | 12 |
|
|
2019
Q2 | $2.74M | Buy |
104,491
+5,843
| +6% | +$153K | 2.09% | 13 |
|
|
2019
Q1 | $2.57M | Buy |
98,648
+2,677
| +3% | +$69.6K | 2.1% | 12 |
|
|
2018
Q4 | $2.26M | Buy |
+95,971
| New | +$2.26M | 2.14% | 12 |
|