Sequoia Financial Advisors’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
Q2 | $2.16M | Sell |
71,608
-128,433
| -64% | -$3.87M | 0.01% | 449 |
|
|
2025
Q1 | $5.52M | Buy |
200,041
+16,076
| +9% | +$443K | 0.04% | 253 |
|
|
2024
Q4 | $4.9M | Sell |
183,965
-1,718
| -0.9% | -$45.8K | 0.05% | 255 |
|
|
2024
Q3 | $5.42M | Sell |
185,683
-3,757
| -2% | -$110K | 0.06% | 212 |
|
|
2024
Q2 | $5.03M | Sell |
189,440
-30,646
| -14% | -$814K | 0.06% | 190 |
|
|
2024
Q1 | $5.56M | Sell |
220,086
-17,777
| -7% | -$449K | 0.07% | 190 |
|
|
2023
Q4 | $5.9M | Sell |
237,863
-705
| -0.3% | -$17.5K | 0.07% | 197 |
|
|
2023
Q3 | $5.71M | Sell |
238,568
-1,123
| -0.5% | -$26.9K | 0.1% | 143 |
|
|
2023
Q2 | $5.9M | Sell |
239,691
-1,333
| -0.6% | -$32.8K | 0.1% | 147 |
|
|
2023
Q1 | $5.91M | Sell |
241,024
-17,673
| -7% | -$433K | 0.13% | 136 |
|
|
2022
Q4 | $6.12M | Sell |
258,697
-8,144
| -3% | -$193K | 0.15% | 125 |
|
|
2022
Q3 | $5.98M | Sell |
266,841
-16,454
| -6% | -$369K | 0.19% | 99 |
|
|
2022
Q2 | $7.19M | Sell |
283,295
-21,034
| -7% | -$534K | 0.2% | 92 |
|
|
2022
Q1 | $8.45M | Buy |
304,329
+5,840
| +2% | +$162K | 0.21% | 95 |
|
|
2021
Q4 | $8.84M | Buy |
298,489
+189,069
| +173% | +$5.6M | 0.24% | 84 |
|
|
2021
Q3 | $3.34M | Sell |
109,420
-185,054
| -63% | -$5.64M | 0.34% | 48 |
|
|
2021
Q2 | $9.68M | Buy |
294,474
+64,043
| +28% | +$2.11M | 0.35% | 50 |
|
|
2021
Q1 | $7.32M | Sell |
230,431
-28,295
| -11% | -$899K | 0.31% | 51 |
|
|
2020
Q4 | $7.93M | Sell |
258,726
-1,127
| -0.4% | -$34.5K | 0.36% | 46 |
|
|
2020
Q3 | $6.95M | Sell |
259,853
-1,877
| -0.7% | -$50.2K | 0.37% | 43 |
|
|
2020
Q2 | $6.37M | Buy |
261,730
+24,645
| +10% | +$600K | 0.38% | 41 |
|
|
2020
Q1 | $4.91M | Buy |
237,085
+16,326
| +7% | +$338K | 0.36% | 41 |
|
|
2019
Q4 | $6.04M | Buy |
220,759
+12,851
| +6% | +$352K | 0.38% | 38 |
|
|
2019
Q3 | $5.23M | Buy |
207,908
+17,289
| +9% | +$434K | 0.38% | 38 |
|
|
2019
Q2 | $5M | Buy |
190,619
+19,196
| +11% | +$504K | 0.37% | 43 |
|
|
2019
Q1 | $4.46M | Sell |
171,423
-163,931
| -49% | -$4.26M | 0.37% | 44 |
|
|
2018
Q4 | $7.89M | Buy |
335,354
+51,504
| +18% | +$1.21M | 0.91% | 21 |
|
|
2018
Q3 | $7.3M | Buy |
283,850
+23,558
| +9% | +$606K | 0.73% | 22 |
|
|
2018
Q2 | $6.74M | Buy |
260,292
+121,025
| +87% | +$3.13M | 0.72% | 23 |
|
|
2018
Q1 | $4M | Buy |
139,267
+17,175
| +14% | +$493K | 0.42% | 48 |
|
|
2017
Q4 | $3.41M | Sell |
122,092
-3,405
| -3% | -$95.1K | 0.36% | 57 |
|
|
2017
Q3 | $3.38M | Sell |
125,497
-54,797
| -30% | -$1.47M | 0.4% | 54 |
|
|
2017
Q2 | $4.48M | Buy |
180,294
+76,535
| +74% | +$1.9M | 0.56% | 36 |
|
|
2017
Q1 | $2.49M | Buy |
103,759
+49,157
| +90% | +$1.18M | 0.32% | 63 |
|
|
2016
Q4 | $1.18M | Sell |
54,602
-6,665
| -11% | -$144K | 0.17% | 91 |
|
|
2016
Q3 | $1.41M | Sell |
61,267
-95,242
| -61% | -$2.2M | 0.26% | 62 |
|
|
2016
Q2 | $3.33M | Sell |
156,509
-2,410
| -2% | -$51.3K | 0.93% | 24 |
|
|
2016
Q1 | $3.3M | Sell |
158,919
-85,174
| -35% | -$1.77M | 1.07% | 20 |
|
|
2015
Q4 | $4.76M | Buy |
244,093
+36,247
| +17% | +$707K | 1.92% | 13 |
|
|
2015
Q3 | $4.2M | Buy |
207,846
+31,430
| +18% | +$636K | 1.83% | 15 |
|
|
2015
Q2 | $4.34M | Buy |
176,416
+39,359
| +29% | +$967K | 1.83% | 12 |
|
|
2015
Q1 | $3.34M | Buy |
+137,057
| New | +$3.34M | 1.53% | 14 |
|