OLIO Financial Planning’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 | $1.4M | Sell |
46,429
-8,042
| -15% | -$242K | 0.44% | 18 |
|
|
2025
Q1 | $1.5M | Sell |
54,471
-17,612
| -24% | -$486K | 0.52% | 18 |
|
|
2024
Q4 | $1.92M | Sell |
72,083
-174,862
| -71% | -$4.66M | 0.67% | 16 |
|
|
2024
Q3 | $6.1M | Buy |
246,945
+783
| +0.3% | +$19.3K | 2.57% | 9 |
|
|
2024
Q2 | $6.08M | Sell |
246,162
-783
| -0.3% | -$19.3K | 2.56% | 9 |
|
|
2024
Q1 | $6.1M | Sell |
246,945
-2,186
| -0.9% | -$54K | 2.57% | 9 |
|
|
2023
Q4 | $6.15M | Buy |
249,131
+7,745
| +3% | +$191K | 2.58% | 9 |
|
|
2023
Q3 | $5.78M | Buy |
241,386
+20,662
| +9% | +$495K | 2.71% | 9 |
|
|
2023
Q2 | $5.44M | Buy |
220,724
+29,556
| +15% | +$728K | 2.58% | 10 |
|
|
2023
Q1 | $4.69M | Buy |
191,168
+20,826
| +12% | +$511K | 2.42% | 11 |
|
|
2022
Q4 | $4.03M | Buy |
170,342
+48,862
| +40% | +$1.16M | 2.19% | 12 |
|
|
2022
Q3 | $2.72M | Buy |
121,480
+627
| +0.5% | +$14K | 1.62% | 14 |
|
|
2022
Q2 | $3.07M | Buy |
120,853
+6,201
| +5% | +$157K | 1.72% | 13 |
|
|
2022
Q1 | $3.18M | Sell |
114,652
-3,186
| -3% | -$88.5K | 1.82% | 11 |
|
|
2021
Q4 | $3.49M | Buy |
+117,838
| New | +$3.49M | 2.07% | 11 |
|