Peterson Wealth 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 | $295K | Buy |
9,795
+351
| +4% | +$10.6K | 0.05% | 80 |
|
|
2025
Q1 | $233K | Buy |
+9,444
| New | +$233K | 0.05% | 82 |
|
|
2024
Q4 | – | Sell |
-7,083
| Closed | -$207K | – | 88 |
|
|
2024
Q3 | $207K | Buy |
+7,083
| New | +$207K | 0.04% | 81 |
|
|
2022
Q1 | – | Sell |
-7,113
| Closed | -$211K | – | 60 |
|
|
2021
Q4 | $211K | Sell |
7,113
-171
| -2% | -$5.07K | 0.06% | 57 |
|
|
2021
Q3 | $222K | Buy |
7,284
+1,096
| +18% | +$33.4K | 0.07% | 52 |
|
|
2021
Q2 | $203K | Buy |
+6,188
| New | +$203K | 0.07% | 53 |
|