Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-28,952
| Closed | -$750K | – | 74 |
|
|
2018
Q2 | $750K | Buy |
28,952
+5,054
| +21% | +$131K | 0.4% | 46 |
|
|
2018
Q1 | $686K | Sell |
23,898
-10,317
| -30% | -$296K | 0.39% | 42 |
|
|
2017
Q4 | $956K | Sell |
34,215
-25,430
| -43% | -$711K | 0.44% | 45 |
|
|
2017
Q3 | $1.61M | Buy |
59,645
+15,048
| +34% | +$405K | 0.75% | 33 |
|
|
2017
Q2 | $1.11M | Buy |
+44,597
| New | +$1.11M | 0.62% | 34 |
|
|
2017
Q1 | – | Sell |
-86,548
| Closed | -$1.87M | – | 72 |
|
|
2016
Q4 | $1.87M | Buy |
+86,548
| New | +$1.87M | 1.14% | 28 |
|