SWM
Segment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-140,339
| Closed | -$3.84M | – | 224 |
|
|
2019
Q4 | $3.84M | Buy |
140,339
+29,510
| +27% | +$808K | 0.65% | 56 |
|
|
2019
Q3 | $2.79M | Buy |
110,829
+10,487
| +10% | +$264K | 0.54% | 63 |
|
|
2019
Q2 | $2.63M | Buy |
100,342
+6,848
| +7% | +$180K | 0.54% | 64 |
|
|
2019
Q1 | $2.43M | Buy |
93,494
+6,634
| +8% | +$173K | 0.52% | 67 |
|
|
2018
Q4 | $2.04M | Buy |
+86,860
| New | +$2.04M | 0.52% | 68 |
|