MorganRosel Wealth Management’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 | $9.58M | Buy |
317,991
+2,030
| +0.6% | +$61.2K | 2.61% | 6 |
|
|
2025
Q1 | $8.71M | Sell |
315,961
-5,432
| -2% | -$150K | 2.64% | 6 |
|
|
2024
Q4 | $8.56M | Buy |
321,393
+1,734
| +0.5% | +$46.2K | 2.81% | 6 |
|
|
2024
Q3 | $9.33M | Buy |
319,659
+365
| +0.1% | +$10.7K | 3.08% | 4 |
|
|
2024
Q2 | $8.48M | Buy |
319,294
+8,218
| +3% | +$218K | 2.99% | 4 |
|
|
2024
Q1 | $7.85M | Buy |
311,076
+26,746
| +9% | +$675K | 2.8% | 6 |
|
|
2023
Q4 | $7.05M | Sell |
284,330
-11,580
| -4% | -$287K | 2.73% | 8 |
|
|
2023
Q3 | $7.08M | Buy |
295,910
+10,312
| +4% | +$247K | 2.96% | 5 |
|
|
2023
Q2 | $7.03M | Buy |
285,598
+10,550
| +4% | +$260K | 2.87% | 7 |
|
|
2023
Q1 | $6.74M | Sell |
275,048
-3,913
| -1% | -$95.9K | 2.88% | 8 |
|
|
2022
Q4 | $6.6M | Sell |
278,961
-23,316
| -8% | -$552K | 3.04% | 8 |
|
|
2022
Q3 | $6.77M | Buy |
302,277
+71,022
| +31% | +$1.59M | 3.4% | 7 |
|
|
2022
Q2 | $5.87M | Sell |
231,255
-1,532
| -0.7% | -$38.9K | 3.14% | 8 |
|
|
2022
Q1 | $6.46M | Buy |
232,787
+55,047
| +31% | +$1.53M | 3.13% | 7 |
|
|
2021
Q4 | $5.27M | Buy |
177,740
+15,589
| +10% | +$462K | 2.56% | 13 |
|
|
2021
Q3 | $4.94M | Buy |
162,151
+18,577
| +13% | +$566K | 2.7% | 12 |
|
|
2021
Q2 | $4.72M | Buy |
143,574
+19,300
| +16% | +$635K | 2.65% | 13 |
|
|
2021
Q1 | $3.95M | Buy |
124,274
+21,042
| +20% | +$669K | 2.49% | 12 |
|
|
2020
Q4 | $3.16M | Buy |
103,232
+7,685
| +8% | +$236K | 2.23% | 12 |
|
|
2020
Q3 | $2.56M | Buy |
95,547
+10,177
| +12% | +$272K | 2.06% | 14 |
|
|
2020
Q2 | $2.08M | Buy |
85,370
+22,586
| +36% | +$550K | 1.92% | 14 |
|
|
2020
Q1 | $1.3M | Buy |
62,784
+6,189
| +11% | +$128K | 1.48% | 14 |
|
|
2019
Q4 | $1.55M | Buy |
56,595
+2,900
| +5% | +$79.4K | 1.18% | 17 |
|
|
2019
Q3 | $1.35M | Sell |
53,695
-56,132
| -51% | -$1.41M | 1.11% | 17 |
|
|
2019
Q2 | $2.88M | Buy |
109,827
+4,710
| +4% | +$124K | 2.37% | 13 |
|
|
2019
Q1 | $2.73M | Buy |
105,117
+82,487
| +365% | +$2.15M | 2.32% | 13 |
|
|
2018
Q4 | $532K | Buy |
+22,630
| New | +$532K | 0.55% | 46 |
|