Morling 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
Q2 | $886K | Sell |
29,392
-143
| -0.5% | -$4.31K | 0.29% | 31 |
|
|
2025
Q1 | $814K | Sell |
29,535
-42
| -0.1% | -$1.16K | 0.28% | 32 |
|
|
2024
Q4 | $788K | Sell |
29,577
-238
| -0.8% | -$6.34K | 0.27% | 33 |
|
|
2024
Q3 | $870K | Sell |
29,815
-2,025
| -6% | -$59.1K | 0.33% | 31 |
|
|
2024
Q2 | $846K | Sell |
31,840
-1,046
| -3% | -$27.8K | 0.37% | 29 |
|
|
2024
Q1 | $830K | Sell |
32,886
-449
| -1% | -$11.3K | 0.47% | 29 |
|
|
2023
Q4 | $826K | Hold |
33,335
| – | – | 0.67% | 26 |
|
|
2023
Q3 | $798K | Sell |
33,335
-243
| -0.7% | -$5.82K | 0.79% | 25 |
|
|
2023
Q2 | $827K | Sell |
33,578
-113
| -0.3% | -$2.78K | 0.79% | 27 |
|
|
2023
Q1 | $826K | Sell |
33,691
-3,464
| -9% | -$84.9K | 0.89% | 25 |
|
|
2022
Q4 | $879K | Buy |
37,155
+4,196
| +13% | +$99.3K | 1.12% | 22 |
|
|
2022
Q3 | $738K | Sell |
32,959
-42,937
| -57% | -$961K | 1.01% | 23 |
|
|
2022
Q2 | $1.93M | Sell |
75,896
-489
| -0.6% | -$12.4K | 2.51% | 11 |
|
|
2022
Q1 | $2.12M | Buy |
76,385
+39,813
| +109% | +$1.11M | 2.68% | 9 |
|
|
2021
Q4 | $1.08M | Buy |
+36,572
| New | +$1.08M | 1.04% | 14 |
|