McKinley Carter Wealth Services’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 | $467K | Buy |
15,489
+4,742
| +44% | +$143K | 0.03% | 218 |
|
|
2025
Q1 | $296K | Sell |
10,747
-1,736
| -14% | -$47.9K | 0.02% | 257 |
|
|
2024
Q4 | $332K | Sell |
12,483
-372
| -3% | -$9.91K | 0.02% | 239 |
|
|
2024
Q3 | $375K | Buy |
12,855
+768
| +6% | +$22.4K | 0.02% | 232 |
|
|
2024
Q2 | $321K | Buy |
12,087
+87
| +0.7% | +$2.31K | 0.02% | 247 |
|
|
2024
Q1 | $303K | Sell |
12,000
-157
| -1% | -$3.96K | 0.02% | 255 |
|
|
2023
Q4 | $301K | Sell |
12,157
-768
| -6% | -$19K | 0.02% | 248 |
|
|
2023
Q3 | $309K | Buy |
12,925
+2,323
| +22% | +$55.6K | 0.02% | 243 |
|
|
2023
Q2 | $261K | Buy |
+10,602
| New | +$261K | 0.02% | 264 |
|
|
2022
Q4 | – | Sell |
-38,323
| Closed | -$858K | – | 297 |
|
|
2022
Q3 | $858K | Sell |
38,323
-733
| -2% | -$16.4K | 0.08% | 141 |
|
|
2022
Q2 | $991K | Sell |
39,056
-1,001
| -2% | -$25.4K | 0.09% | 137 |
|
|
2022
Q1 | $1.11M | Sell |
40,057
-18,508
| -32% | -$514K | 0.09% | 139 |
|
|
2021
Q4 | $1.74M | Buy |
58,565
+49,299
| +532% | +$1.46M | 0.13% | 116 |
|
|
2021
Q3 | $282K | Sell |
9,266
-2,257
| -20% | -$68.7K | 0.02% | 245 |
|
|
2021
Q2 | $378K | Sell |
11,523
-1,127
| -9% | -$37K | 0.03% | 220 |
|
|
2021
Q1 | $402K | Buy |
12,650
+5,199
| +70% | +$165K | 0.03% | 207 |
|
|
2020
Q4 | $228K | Buy |
+7,451
| New | +$228K | 0.03% | 239 |
|