Morton Brown Family Wealth’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 | $12.1K | Hold |
401
| – | – | ﹤0.01% | 179 |
|
|
2025
Q1 | $11.1K | Hold |
401
| – | – | ﹤0.01% | 184 |
|
|
2024
Q4 | $10.7K | Hold |
401
| – | – | ﹤0.01% | 170 |
|
|
2024
Q3 | $11.7K | Hold |
401
| – | – | ﹤0.01% | 158 |
|
|
2024
Q2 | $10.8K | Sell |
401
-376
| -48% | -$10.1K | ﹤0.01% | 151 |
|
|
2024
Q1 | $19.6K | Sell |
777
-5,030
| -87% | -$127K | 0.01% | 122 |
|
|
2023
Q4 | $144K | Sell |
5,807
-115
| -2% | -$2.85K | 0.06% | 61 |
|
|
2023
Q3 | $142K | Sell |
5,922
-14,287
| -71% | -$342K | 0.07% | 51 |
|
|
2023
Q2 | $498K | Sell |
20,209
-447
| -2% | -$11K | 0.27% | 34 |
|
|
2023
Q1 | $506K | Buy |
20,656
+1,237
| +6% | +$30.3K | 0.3% | 34 |
|
|
2022
Q4 | $460K | Buy |
19,419
+16,330
| +529% | +$387K | 0.31% | 32 |
|
|
2022
Q3 | $69K | Buy |
+3,089
| New | +$69K | 0.06% | 61 |
|