Oakwell Private 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 | $2.11M | Hold |
70,151
| – | – | 0.49% | 21 |
|
|
2025
Q1 | $1.93M | Sell |
70,151
-9,087
| -11% | -$251K | 0.53% | 21 |
|
|
2024
Q4 | $2.11M | Sell |
79,238
-19,587
| -20% | -$522K | 0.59% | 21 |
|
|
2024
Q3 | $2.88M | Sell |
98,825
-7,482
| -7% | -$218K | 0.83% | 18 |
|
|
2024
Q2 | $2.82M | Hold |
106,307
| – | – | 0.8% | 18 |
|
|
2024
Q1 | $2.68M | Sell |
106,307
-1,767
| -2% | -$44.6K | 0.82% | 18 |
|
|
2023
Q4 | $2.68M | Sell |
108,074
-6,924
| -6% | -$172K | 0.94% | 17 |
|
|
2023
Q3 | $2.75M | Sell |
114,998
-2,654
| -2% | -$63.5K | 1.17% | 17 |
|
|
2023
Q2 | $2.9M | Sell |
117,652
-255
| -0.2% | -$6.28K | 1.21% | 17 |
|
|
2023
Q1 | $2.89M | Sell |
117,907
-34,218
| -22% | -$839K | 1.32% | 17 |
|
|
2022
Q4 | $3.6M | Buy |
152,125
+11,823
| +8% | +$280K | 1.72% | 15 |
|
|
2022
Q3 | $3.14M | Buy |
140,302
+95,776
| +215% | +$2.15M | 1.74% | 15 |
|
|
2022
Q2 | $1.13M | Buy |
44,526
+32,787
| +279% | +$832K | 0.64% | 22 |
|
|
2022
Q1 | $326K | Hold |
11,739
| – | – | 0.16% | 48 |
|
|
2021
Q4 | $348K | Sell |
11,739
-2,533
| -18% | -$75.1K | 0.17% | 49 |
|
|
2021
Q3 | $435K | Sell |
14,272
-1,294
| -8% | -$39.4K | 0.24% | 44 |
|
|
2021
Q2 | $512K | Buy |
15,566
+2
| +0% | +$66 | 0.33% | 44 |
|
|
2021
Q1 | $495K | Sell |
15,564
-2,668
| -15% | -$84.9K | 0.35% | 41 |
|
|
2020
Q4 | $559K | Buy |
+18,232
| New | +$559K | 0.44% | 36 |
|