SDWMA
Schneider Downs Wealth Management 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 | $2.38M | Buy |
79,060
+13,724
| +21% | +$414K | 0.36% | 39 |
|
|
2025
Q1 | $1.8M | Sell |
65,336
-29,655
| -31% | -$818K | 0.33% | 40 |
|
|
2024
Q4 | $2.53M | Sell |
94,991
-2,400
| -2% | -$63.9K | 0.48% | 30 |
|
|
2024
Q3 | $2.84M | Sell |
97,391
-2,820
| -3% | -$82.3K | 0.58% | 26 |
|
|
2024
Q2 | $2.66M | Sell |
100,211
-1,503
| -1% | -$39.9K | 0.59% | 27 |
|
|
2024
Q1 | $2.57M | Sell |
101,714
-8,971
| -8% | -$227K | 0.59% | 27 |
|
|
2023
Q4 | $2.74M | Sell |
110,685
-10,720
| -9% | -$266K | 0.71% | 24 |
|
|
2023
Q3 | $2.91M | Sell |
121,405
-1,756
| -1% | -$42K | 0.67% | 24 |
|
|
2023
Q2 | $3.03M | Sell |
123,161
-14,107
| -10% | -$347K | 0.69% | 24 |
|
|
2023
Q1 | $3.37M | Buy |
137,268
+8,245
| +6% | +$202K | 0.69% | 22 |
|
|
2022
Q4 | $3.05M | Buy |
129,023
+64,908
| +101% | +$1.54M | 0.67% | 22 |
|
|
2022
Q3 | $1.44M | Buy |
64,115
+4,224
| +7% | +$94.6K | 0.42% | 29 |
|
|
2022
Q2 | $1.52M | Sell |
59,891
-70,261
| -54% | -$1.78M | 0.42% | 29 |
|
|
2022
Q1 | $3.61M | Sell |
130,152
-128,405
| -50% | -$3.57M | 0.92% | 19 |
|
|
2021
Q4 | $7.66M | Buy |
258,557
+145,916
| +130% | +$4.32M | 1.83% | 11 |
|
|
2021
Q3 | $3.43M | Buy |
112,641
+1,330
| +1% | +$40.5K | 0.89% | 19 |
|
|
2021
Q2 | $3.66M | Sell |
111,311
-47,340
| -30% | -$1.56M | 0.95% | 18 |
|
|
2021
Q1 | $5.04M | Buy |
158,651
+21,699
| +16% | +$690K | 1.23% | 12 |
|
|
2020
Q4 | $4.2M | Buy |
136,952
+8,536
| +7% | +$262K | 1.17% | 15 |
|
|
2020
Q3 | $3.44M | Buy |
128,416
+4,266
| +3% | +$114K | 1.15% | 15 |
|
|
2020
Q2 | $3.02M | Sell |
124,150
-23,110
| -16% | -$563K | 1.03% | 14 |
|
|
2020
Q1 | $3.05M | Buy |
147,260
+13,874
| +10% | +$287K | 1.12% | 16 |
|
|
2019
Q4 | $3.65M | Buy |
133,386
+19,606
| +17% | +$537K | 1.09% | 10 |
|
|
2019
Q3 | $2.86M | Buy |
113,780
+5,707
| +5% | +$143K | 0.89% | 11 |
|
|
2019
Q2 | $2.84M | Buy |
108,073
+5,935
| +6% | +$156K | 0.99% | 11 |
|
|
2019
Q1 | $2.66M | Sell |
102,138
-4,354
| -4% | -$113K | 1% | 11 |
|
|
2018
Q4 | $2.51M | Buy |
106,492
+83,196
| +357% | +$1.96M | 1.08% | 10 |
|
|
2018
Q3 | $599K | Buy |
23,296
+2,380
| +11% | +$61.2K | 0.38% | 26 |
|
|
2018
Q2 | $542K | Buy |
20,916
+991
| +5% | +$25.7K | 0.36% | 25 |
|
|
2018
Q1 | $572K | Sell |
19,925
-871
| -4% | -$25K | 0.32% | 23 |
|
|
2017
Q4 | $581K | Buy |
20,796
+1,694
| +9% | +$47.3K | 0.34% | 19 |
|
|
2017
Q3 | $514K | Buy |
19,102
+2,505
| +15% | +$67.4K | 0.33% | 20 |
|
|
2017
Q2 | $412K | Buy |
16,597
+6,937
| +72% | +$172K | 0.27% | 24 |
|
|
2017
Q1 | $232K | Buy |
+9,660
| New | +$232K | 0.16% | 37 |
|