OLIO Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Sell	38,742 -1,126	-3%	-$38.4K	0.35%	21
2025 Q4	$1.31M	Sell	39,868 -5,175	-11%	-$173K	0.37%	20
2025 Q3	$1.5M	Sell	45,043 -1,386	-3%	-$43.7K	0.44%	18
2025 Q2	$1.4M	Sell	46,429 -8,042	-15%	-$228K	0.44%	18
2025 Q1	$1.5M	Sell	54,471 -17,612	-24%	-$482K	0.52%	18
2024 Q4	$1.92M	Sell	72,083 -174,862	-71%	-$4.94M	0.67%	16
2024 Q3	$6.1M	Buy	246,945 +783	+0.3%	+$21.2K	2.57%	9
2024 Q2	$6.08M	Sell	246,162 -783	-0.3%	-$20.4K	2.56%	9
2024 Q1	$6.1M	Sell	246,945 -2,186	-0.9%	-$53.7K	2.57%	9
2023 Q4	$6.15M	Buy	249,131 +7,745	+3%	+$186K	2.58%	9
2023 Q3	$5.78M	Buy	241,386 +20,662	+9%	+$512K	2.71%	9
2023 Q2	$5.44M	Buy	220,724 +29,556	+15%	+$722K	2.58%	10
2023 Q1	$4.69M	Buy	191,168 +20,826	+12%	+$516K	2.42%	11
2022 Q4	$4.03M	Buy	170,342 +48,862	+40%	+$1.14M	2.19%	12
2022 Q3	$2.72M	Buy	121,480 +627	+0.5%	+$15.5K	1.62%	14
2022 Q2	$3.07M	Buy	120,853 +6,201	+5%	+$162K	1.72%	13
2022 Q1	$3.18M	Sell	114,652 -3,186	-3%	-$92.2K	1.82%	11
2021 Q4	$3.49M	Buy	+117,838	New	+$3.6M	2.07%	11