RWM
RKL Wealth Management’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 | $4.56M | Sell |
151,391
-108,235
| -42% | -$3.26M | 0.4% | 34 |
|
|
2025
Q1 | $7.16M | Sell |
259,626
-30,611
| -11% | -$844K | 0.67% | 26 |
|
|
2024
Q4 | $7.73M | Sell |
290,237
-31,548
| -10% | -$840K | 0.69% | 26 |
|
|
2024
Q3 | $9.39M | Sell |
321,785
-19,541
| -6% | -$570K | 0.85% | 25 |
|
|
2024
Q2 | $9.07M | Sell |
341,326
-10,359
| -3% | -$275K | 0.87% | 25 |
|
|
2024
Q1 | $8.88M | Sell |
351,685
-19,870
| -5% | -$502K | 0.88% | 27 |
|
|
2023
Q4 | $9.21M | Sell |
371,555
-2,874
| -0.8% | -$71.2K | 1% | 22 |
|
|
2023
Q3 | $8.96M | Sell |
374,429
-6,817
| -2% | -$163K | 1.1% | 21 |
|
|
2023
Q2 | $9.39M | Sell |
381,246
-4,624
| -1% | -$114K | 1.11% | 21 |
|
|
2023
Q1 | $9.46M | Sell |
385,870
-13,623
| -3% | -$334K | 1.19% | 21 |
|
|
2022
Q4 | $9.46M | Sell |
399,493
-57,942
| -13% | -$1.37M | 1.26% | 20 |
|
|
2022
Q3 | $10.2M | Sell |
457,435
-6,139
| -1% | -$138K | 1.48% | 17 |
|
|
2022
Q2 | $11.8M | Buy |
463,574
+8,383
| +2% | +$213K | 1.61% | 15 |
|
|
2022
Q1 | $12.6M | Sell |
455,191
-4,061
| -0.9% | -$113K | 1.52% | 18 |
|
|
2021
Q4 | $13.6M | Sell |
459,252
-2,073
| -0.4% | -$61.4K | 1.62% | 17 |
|
|
2021
Q3 | $14.1M | Sell |
461,325
-1,396
| -0.3% | -$42.6K | 1.79% | 15 |
|
|
2021
Q2 | $15.2M | Sell |
462,721
-13,668
| -3% | -$449K | 1.92% | 15 |
|
|
2021
Q1 | $15.1M | Sell |
476,389
-15,311
| -3% | -$487K | 2.03% | 13 |
|
|
2020
Q4 | $15.1M | Sell |
491,700
-5,851
| -1% | -$179K | 2.1% | 11 |
|
|
2020
Q3 | $13.3M | Sell |
497,551
-10,897
| -2% | -$292K | 2.12% | 13 |
|
|
2020
Q2 | $12.4M | Buy |
508,448
+25,662
| +5% | +$625K | 2.12% | 12 |
|
|
2020
Q1 | $9.99M | Buy |
482,786
+32,970
| +7% | +$682K | 2.09% | 13 |
|
|
2019
Q4 | $12.3M | Buy |
449,816
+14,283
| +3% | +$391K | 2.21% | 11 |
|
|
2019
Q3 | $10.9M | Sell |
435,533
-19,337
| -4% | -$485K | 2.08% | 11 |
|
|
2019
Q2 | $11.9M | Buy |
454,870
+9,109
| +2% | +$239K | 2.2% | 11 |
|
|
2019
Q1 | $11.6M | Sell |
445,761
-5,642
| -1% | -$147K | 2.27% | 10 |
|
|
2018
Q4 | $10.6M | Sell |
451,403
-20,507
| -4% | -$483K | 2.45% | 9 |
|
|
2018
Q3 | $12.1M | Buy |
471,910
+19,268
| +4% | +$495K | 2.57% | 7 |
|
|
2018
Q2 | $11.7M | Buy |
452,642
+21,242
| +5% | +$549K | 2.64% | 7 |
|
|
2018
Q1 | $12.4M | Buy |
431,400
+36,326
| +9% | +$1.04M | 2.93% | 6 |
|
|
2017
Q4 | $11M | Buy |
395,074
+117,030
| +42% | +$3.27M | 2.72% | 7 |
|
|
2017
Q3 | $7.48M | Buy |
278,044
+64,851
| +30% | +$1.74M | 2.1% | 8 |
|
|
2017
Q2 | $5.3M | Buy |
213,193
+107,763
| +102% | +$2.68M | 1.68% | 17 |
|
|
2017
Q1 | $2.53M | Buy |
105,430
+86,914
| +469% | +$2.08M | 1.02% | 34 |
|
|
2016
Q4 | $399K | Buy |
+18,516
| New | +$399K | 0.19% | 68 |
|