RWA
Roberts Wealth Advisors’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 | $2.17M | Sell |
71,950
-1,123
| -2% | -$33.8K | 0.62% | 49 |
|
|
2025
Q1 | $2.01M | Sell |
73,073
-246
| -0.3% | -$6.78K | 0.62% | 53 |
|
|
2024
Q4 | $1.93M | Sell |
73,319
-574
| -0.8% | -$15.1K | 0.59% | 52 |
|
|
2024
Q3 | $2.17M | Sell |
73,893
-223
| -0.3% | -$6.55K | 0.7% | 47 |
|
|
2024
Q2 | $2.02M | Sell |
74,116
-18
| -0% | -$490 | 0.69% | 44 |
|
|
2024
Q1 | $1.85M | Hold |
74,134
| – | – | 0.69% | 46 |
|
|
2023
Q4 | $5.38M | Buy |
74,134
+416
| +0.6% | +$30.2K | 0.84% | 38 |
|
|
2023
Q3 | $1.77M | Buy |
+73,718
| New | +$1.77M | 0.78% | 46 |
|