McClarren Financial 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
Q1 | – | Sell |
-2,239
| Closed | -$61K | – | 352 |
|
|
2024
Q4 | $61K | Buy |
+2,239
| New | +$61K | 0.17% | 73 |
|
|
2024
Q3 | – | Sell |
-26
| Closed | -$32K | – | 336 |
|
|
2024
Q2 | $32K | Sell |
26
-1,180
| -98% | -$1.45M | 0.02% | 180 |
|
|
2024
Q1 | $31K | Hold |
1,206
| – | – | 0.02% | 180 |
|
|
2023
Q4 | $30K | Buy |
1,206
+41
| +4% | +$1.02K | 0.02% | 197 |
|
|
2023
Q3 | $27K | Hold |
1,165
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $28K | Buy |
1,165
+6
| +0.5% | +$144 | 0.02% | 196 |
|
|
2023
Q1 | $28K | Hold |
1,159
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $27K | Buy |
+1,159
| New | +$27K | 0.03% | 190 |
|