OneDigital Investment Advisors’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 | $1.49M | Sell |
49,420
-1,057
| -2% | -$31.9K | 0.02% | 518 |
|
|
2025
Q1 | $1.39M | Sell |
50,477
-7,789
| -13% | -$215K | 0.02% | 511 |
|
|
2024
Q4 | $1.55M | Sell |
58,266
-18,191
| -24% | -$484K | 0.02% | 492 |
|
|
2024
Q3 | $2.23M | Sell |
76,457
-12,919
| -14% | -$377K | 0.03% | 409 |
|
|
2024
Q2 | $2.37M | Sell |
89,376
-23,621
| -21% | -$627K | 0.03% | 377 |
|
|
2024
Q1 | $2.85M | Sell |
112,997
-80,580
| -42% | -$2.03M | 0.04% | 267 |
|
|
2023
Q4 | $4.8M | Sell |
193,577
-217,862
| -53% | -$5.4M | 0.08% | 190 |
|
|
2023
Q3 | $9.85M | Sell |
411,439
-312,756
| -43% | -$7.49M | 0.21% | 100 |
|
|
2023
Q2 | $17.8M | Buy |
724,195
+6,057
| +0.8% | +$149K | 0.39% | 58 |
|
|
2023
Q1 | $17.6M | Buy |
718,138
+21,662
| +3% | +$531K | 0.41% | 55 |
|
|
2022
Q4 | $16.5M | Sell |
696,476
-197,069
| -22% | -$4.66M | 0.48% | 46 |
|
|
2022
Q3 | $20M | Buy |
893,545
+820,736
| +1,127% | +$18.4M | 0.74% | 28 |
|
|
2022
Q2 | $1.85M | Buy |
72,809
+4,692
| +7% | +$119K | 0.08% | 165 |
|
|
2022
Q1 | $1.89M | Sell |
68,117
-753
| -1% | -$20.9K | 0.07% | 169 |
|
|
2021
Q4 | $2.04M | Sell |
68,870
-8,386
| -11% | -$248K | 0.07% | 160 |
|
|
2021
Q3 | $2.36M | Sell |
77,256
-12,900
| -14% | -$393K | 0.09% | 141 |
|
|
2021
Q2 | $2.96M | Buy |
90,156
+4,875
| +6% | +$160K | 0.12% | 111 |
|
|
2021
Q1 | $2.71M | Buy |
85,281
+13,452
| +19% | +$427K | 0.13% | 114 |
|
|
2020
Q4 | $2.2M | Buy |
71,829
+4,549
| +7% | +$139K | 0.11% | 129 |
|
|
2020
Q3 | $1.8M | Sell |
67,280
-3,224
| -5% | -$86.3K | 0.12% | 134 |
|
|
2020
Q2 | $1.72M | Buy |
70,504
+2,137
| +3% | +$52K | 0.12% | 150 |
|
|
2020
Q1 | $1.42M | Sell |
68,367
-120,781
| -64% | -$2.5M | 0.13% | 152 |
|
|
2019
Q4 | $5.18M | Buy |
189,148
+6,444
| +4% | +$176K | 0.41% | 55 |
|
|
2019
Q3 | $4.59M | Sell |
182,704
-150,331
| -45% | -$3.78M | 0.41% | 54 |
|
|
2019
Q2 | $8.74M | Buy |
333,035
+165,714
| +99% | +$4.35M | 0.68% | 28 |
|
|
2019
Q1 | $4.35M | Buy |
167,321
+1,778
| +1% | +$46.2K | 0.64% | 38 |
|
|
2018
Q4 | $3.9M | Buy |
165,543
+117,405
| +244% | +$2.76M | 0.66% | 35 |
|
|
2018
Q3 | $1.24M | Sell |
48,138
-1,210
| -2% | -$31.1K | 0.29% | 53 |
|
|
2018
Q2 | $1.28M | Buy |
49,348
+14,578
| +42% | +$378K | 0.27% | 57 |
|
|
2018
Q1 | $998K | Buy |
34,770
+7,673
| +28% | +$220K | 0.22% | 76 |
|
|
2017
Q4 | $757K | Buy |
27,097
+5,220
| +24% | +$146K | 0.09% | 93 |
|
|
2017
Q3 | $589K | Buy |
21,877
+6,215
| +40% | +$167K | 0.22% | 67 |
|
|
2017
Q2 | $389K | Buy |
+15,662
| New | +$389K | 0.12% | 134 |
|