Opes 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
2020
Q1
Sell
-9,805
Closed -$268K 56
2019
Q4
$268K Sell
9,805
-4,591
-32% -$125K 0.16% 41
2019
Q3
$362K Hold
14,396
0.24% 37
2019
Q2
$378K Sell
14,396
-7,633
-35% -$200K 0.26% 34
2019
Q1
$573K Buy
+22,029
New +$573K 0.42% 27