Physician 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 | $34.3K | Hold |
1,138
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $31.4K | Sell |
1,138
-2,034
| -64% | -$56.1K | 0.01% | 410 |
|
|
2024
Q4 | $84.5K | Buy |
+3,172
| New | +$84.5K | 0.01% | 276 |
|
|
2024
Q2 | – | Sell |
-9,592
| Closed | -$237K | – | 187 |
|
|
2024
Q1 | $237K | Hold |
9,592
| – | – | 0.05% | 145 |
|
|
2023
Q4 | $227K | Sell |
9,592
-822
| -8% | -$19.4K | 0.05% | 147 |
|
|
2023
Q3 | $247K | Hold |
10,414
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $259K | Buy |
10,414
+70
| +0.7% | +$1.74K | 0.06% | 130 |
|
|
2023
Q1 | $253K | Sell |
10,344
-697
| -6% | -$17K | 0.07% | 128 |
|
|
2022
Q4 | $289K | Sell |
11,041
-15
| -0.1% | -$392 | 0.08% | 116 |
|
|
2022
Q3 | $259K | Buy |
11,056
+149
| +1% | +$3.49K | 0.08% | 120 |
|
|
2022
Q2 | $272K | Buy |
10,907
+30
| +0.3% | +$748 | 0.08% | 121 |
|
|
2022
Q1 | $291K | Sell |
10,877
-2,817
| -21% | -$75.4K | 0.08% | 124 |
|
|
2021
Q4 | $406K | Buy |
13,694
+799
| +6% | +$23.7K | 0.11% | 96 |
|
|
2021
Q3 | $408K | Buy |
12,895
+693
| +6% | +$21.9K | 0.11% | 95 |
|
|
2021
Q2 | $389K | Sell |
12,202
-259
| -2% | -$8.26K | 0.11% | 94 |
|
|
2021
Q1 | $401K | Sell |
12,461
-2,186
| -15% | -$70.3K | 0.13% | 90 |
|
|
2020
Q4 | $500K | Buy |
14,647
+585
| +4% | +$20K | 0.17% | 78 |
|
|
2020
Q3 | $388K | Sell |
14,062
-25
| -0.2% | -$690 | 0.16% | 83 |
|
|
2020
Q2 | $375K | Buy |
14,087
+400
| +3% | +$10.6K | 0.15% | 85 |
|
|
2020
Q1 | $296K | Sell |
13,687
-8,850
| -39% | -$191K | 0.15% | 81 |
|
|
2019
Q4 | $636K | Sell |
22,537
-1,665
| -7% | -$47K | 0.28% | 49 |
|
|
2019
Q3 | $645K | Buy |
+24,202
| New | +$645K | 0.32% | 46 |
|