Schwallier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,317
| Closed | -$834K | – | 53 |
|
|
2024
Q4 | $834K | Sell |
31,317
-717
| -2% | -$19.1K | 0.63% | 17 |
|
|
2024
Q3 | $935K | Buy |
32,034
+2,258
| +8% | +$65.9K | 0.67% | 17 |
|
|
2024
Q2 | $791K | Buy |
29,776
+3,437
| +13% | +$91.3K | 0.64% | 17 |
|
|
2024
Q1 | $665K | Buy |
26,339
+2,590
| +11% | +$65.4K | 0.54% | 19 |
|
|
2023
Q4 | $589K | Buy |
+23,749
| New | +$589K | 0.49% | 22 |
|