PWMG
Pioneer Wealth Management Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
104,790
+13,491
| +15% | +$407K | 1.17% | 12 |
|
|
2025
Q1 | $2.52M | Buy |
+91,299
| New | +$2.52M | 1.08% | 14 |
|
|
2024
Q3 | $2.98M | Sell |
102,041
-5,734
| -5% | -$167K | 1.42% | 15 |
|
|
2024
Q2 | $2.86M | Sell |
107,775
-8,274
| -7% | -$220K | 1.52% | 16 |
|
|
2024
Q1 | $2.93M | Sell |
116,049
-12,348
| -10% | -$312K | 1.68% | 16 |
|
|
2023
Q4 | $3.18M | Sell |
128,397
-40,381
| -24% | -$1M | 1.98% | 13 |
|
|
2023
Q3 | $4.04M | Sell |
168,778
-20,659
| -11% | -$495K | 3.08% | 12 |
|
|
2023
Q2 | $4.67M | Buy |
189,437
+3,950
| +2% | +$97.3K | 3.71% | 11 |
|
|
2023
Q1 | $4.55M | Buy |
185,487
+1,658
| +0.9% | +$40.7K | 4.05% | 11 |
|
|
2022
Q4 | $4.35M | Buy |
+183,829
| New | +$4.35M | 4.1% | 10 |
|