MinichMacGregor Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-400
| Closed | -$9.47K | – | 541 |
|
|
2022
Q4 | $9.47K | Buy |
+400
| New | +$9.47K | ﹤0.01% | 420 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$10K | – | 437 |
|
|
2018
Q3 | $10K | Hold |
400
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $10K | Hold |
400
| – | – | 0.01% | 306 |
|
|
2018
Q1 | $11K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $11K | Hold |
400
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $10K | Hold |
400
| – | – | 0.01% | 289 |
|
|
2017
Q2 | $9K | Hold |
400
| – | – | 0.01% | 293 |
|
|
2017
Q1 | $9K | Hold |
400
| – | – | 0.01% | 293 |
|
|
2016
Q4 | $8K | Hold |
400
| – | – | 0.01% | 297 |
|
|
2016
Q3 | $9K | Hold |
400
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $8K | Hold |
400
| – | – | 0.01% | 290 |
|
|
2016
Q1 | $8K | Sell |
400
-600
| -60% | -$12K | 0.01% | 279 |
|
|
2015
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 148 |
|