Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 925 |
|
|
2024
Q2 | – | Sell |
-2,860
| Closed | -$72.2K | – | 875 |
|
|
2024
Q1 | $72.2K | Buy |
2,860
+2,146
| +301% | +$54.2K | 0.01% | 289 |
|
|
2023
Q4 | $17.7K | Buy |
+714
| New | +$17.7K | ﹤0.01% | 469 |
|
|
2023
Q1 | – | Sell |
-1,302
| Closed | -$30.8K | – | 925 |
|
|
2022
Q4 | $30.8K | Buy |
1,302
+1,245
| +2,184% | +$29.5K | ﹤0.01% | 380 |
|
|
2022
Q3 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 828 |
|
|
2022
Q1 | – | Sell |
-560
| Closed | -$17K | – | 994 |
|
|
2021
Q4 | $17K | Hold |
560
| – | – | ﹤0.01% | 598 |
|
|
2021
Q3 | $17K | Hold |
560
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $18K | Hold |
560
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $18K | Buy |
+560
| New | +$18K | ﹤0.01% | 552 |
|
|
2020
Q1 | – | Sell |
-2,632
| Closed | -$72K | – | 831 |
|
|
2019
Q4 | $72K | Sell |
2,632
-12,109
| -82% | -$331K | 0.03% | 266 |
|
|
2019
Q3 | $370K | Buy |
14,741
+14,377
| +3,950% | +$361K | 0.11% | 106 |
|
|
2019
Q2 | $10K | Sell |
364
-385
| -51% | -$10.6K | ﹤0.01% | 569 |
|
|
2019
Q1 | $19K | Buy |
749
+461
| +160% | +$11.7K | 0.01% | 478 |
|
|
2018
Q4 | $7K | Buy |
288
+109
| +61% | +$2.65K | ﹤0.01% | 552 |
|
|
2018
Q3 | $5K | Buy |
+179
| New | +$5K | ﹤0.01% | 594 |
|