PS
Planned Solutions’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 | $354K | Sell |
11,760
-650
| -5% | -$19.6K | 0.13% | 77 |
|
|
2025
Q1 | $342K | Buy |
12,410
+1,256
| +11% | +$34.6K | 0.14% | 73 |
|
|
2024
Q4 | $297K | Buy |
11,154
+645
| +6% | +$17.2K | 0.12% | 77 |
|
|
2024
Q3 | $307K | Buy |
10,509
+2,218
| +27% | +$64.7K | 0.12% | 69 |
|
|
2024
Q2 | $220K | Buy |
+8,291
| New | +$220K | 0.11% | 85 |
|
|
2024
Q1 | – | Sell |
-7,373
| Closed | -$183K | – | 462 |
|
|
2023
Q4 | $183K | Buy |
+7,373
| New | +$183K | 0.09% | 94 |
|
|
2021
Q1 | – | Sell |
-3,738
| Closed | -$115K | – | 341 |
|
|
2020
Q4 | $115K | Buy |
3,738
+136
| +4% | +$4.18K | 0.09% | 85 |
|
|
2020
Q3 | $96K | Buy |
+3,602
| New | +$96K | 0.09% | 84 |
|