Nikulski Financial’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 | $613K | Buy |
20,332
+7,711
| +61% | +$232K | 0.17% | 90 |
|
2025
Q1 | $348K | Sell |
12,621
-200
| -2% | -$5.51K | 0.11% | 102 |
|
2024
Q4 | $341K | Buy |
+12,821
| New | +$341K | 0.1% | 102 |
|
2024
Q3 | – | Sell |
-7,985
| Closed | -$212K | – | 135 |
|
2024
Q2 | $212K | Sell |
7,985
-1,385
| -15% | -$36.8K | 0.07% | 123 |
|
2024
Q1 | $237K | Sell |
9,370
-3,565
| -28% | -$90K | 0.08% | 115 |
|
2023
Q4 | $321K | Sell |
12,935
-1,535
| -11% | -$38.1K | 0.12% | 109 |
|
2023
Q3 | $346K | Sell |
14,470
-5,790
| -29% | -$139K | 0.14% | 99 |
|
2023
Q2 | $499K | Sell |
20,260
-1,790
| -8% | -$44.1K | 0.21% | 86 |
|
2023
Q1 | $541K | Sell |
22,050
-355
| -2% | -$8.71K | 0.24% | 89 |
|
2022
Q4 | $530K | Sell |
22,405
-15,080
| -40% | -$357K | 0.25% | 85 |
|
2022
Q3 | $840K | Sell |
37,485
-8,472
| -18% | -$190K | 0.43% | 55 |
|
2022
Q2 | $1.17M | Sell |
45,957
-3,872
| -8% | -$98.2K | 0.58% | 44 |
|
2022
Q1 | $1.38M | Sell |
49,829
-15,531
| -24% | -$431K | 0.59% | 42 |
|
2021
Q4 | $1.94M | Buy |
65,360
+743
| +1% | +$22K | 0.81% | 37 |
|
2021
Q3 | $1.97M | Sell |
64,617
-956
| -1% | -$29.1K | 0.91% | 35 |
|
2021
Q2 | $2.09M | Buy |
65,573
+22,072
| +51% | +$702K | 0.97% | 31 |
|
2021
Q1 | $1.38M | Buy |
43,501
+25,731
| +145% | +$817K | 0.71% | 42 |
|
2020
Q4 | $545K | Buy |
+17,770
| New | +$545K | 0.3% | 67 |
|
2018
Q3 | – | Sell |
-52,732
| Closed | -$1.37M | – | 92 |
|
2018
Q2 | $1.37M | Buy |
52,732
+3,372
| +7% | +$87.3K | 1.26% | 30 |
|
2018
Q1 | $1.42M | Buy |
49,360
+13,155
| +36% | +$378K | 1.41% | 29 |
|
2017
Q4 | $1.01M | Buy |
+36,205
| New | +$1.01M | 1.09% | 30 |
|