SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
14,726
-403
| -3% | -$12.1K | 0.05% | 297 |
|
|
2025
Q1 | $417K | Buy |
15,129
+267
| +2% | +$7.36K | 0.05% | 272 |
|
|
2024
Q4 | $396K | Buy |
14,862
+361
| +2% | +$9.61K | 0.05% | 292 |
|
|
2024
Q3 | $423K | Buy |
14,501
+57
| +0.4% | +$1.66K | 0.05% | 277 |
|
|
2024
Q2 | $384K | Hold |
14,444
| – | – | 0.05% | 284 |
|
|
2024
Q1 | $365K | Sell |
14,444
-171,136
| -92% | -$4.32M | 0.04% | 299 |
|
|
2023
Q4 | $372K | Buy |
185,580
+170,575
| +1,137% | +$342K | 0.05% | 262 |
|
|
2023
Q3 | $359K | Buy |
15,005
+928
| +7% | +$22.2K | 0.05% | 252 |
|
|
2023
Q2 | $347K | Sell |
14,077
-2,527
| -15% | -$62.2K | 0.05% | 259 |
|
|
2023
Q1 | $407K | Sell |
16,604
-360
| -2% | -$8.83K | 0.06% | 222 |
|
|
2022
Q4 | $402K | Sell |
16,964
-336
| -2% | -$7.95K | 0.06% | 223 |
|
|
2022
Q3 | $388K | Buy |
17,300
+687
| +4% | +$15.4K | 0.06% | 217 |
|
|
2022
Q2 | $422K | Sell |
16,613
-3,251
| -16% | -$82.6K | 0.07% | 200 |
|
|
2022
Q1 | $552K | Sell |
19,864
-890
| -4% | -$24.7K | 0.08% | 204 |
|
|
2021
Q4 | $615K | Sell |
20,754
-3,471
| -14% | -$103K | 0.08% | 210 |
|
|
2021
Q3 | $738K | Buy |
24,225
+320
| +1% | +$9.75K | 0.1% | 176 |
|
|
2021
Q2 | $786K | Buy |
23,905
+1,288
| +6% | +$42.4K | 0.11% | 165 |
|
|
2021
Q1 | $719K | Buy |
22,617
+104
| +0.5% | +$3.31K | 0.11% | 169 |
|
|
2020
Q4 | $690K | Buy |
22,513
+1,521
| +7% | +$46.6K | 0.1% | 171 |
|
|
2020
Q3 | $562K | Sell |
20,992
-1,445
| -6% | -$38.7K | 0.1% | 166 |
|
|
2020
Q2 | $546K | Buy |
22,437
+1,007
| +5% | +$24.5K | 0.11% | 149 |
|
|
2020
Q1 | $443K | Sell |
21,430
-8,761
| -29% | -$181K | 0.09% | 170 |
|
|
2019
Q4 | $826K | Buy |
30,191
+261
| +0.9% | +$7.14K | 0.16% | 141 |
|
|
2019
Q3 | $752K | Sell |
29,930
-3,669
| -11% | -$92.2K | 0.15% | 147 |
|
|
2019
Q2 | $882K | Buy |
33,599
+4,545
| +16% | +$119K | 0.18% | 137 |
|
|
2019
Q1 | $756K | Sell |
29,054
-183
| -0.6% | -$4.76K | 0.16% | 147 |
|
|
2018
Q4 | $688K | Sell |
29,237
-6,518
| -18% | -$153K | 0.19% | 133 |
|
|
2018
Q3 | $919K | Buy |
35,755
+122
| +0.3% | +$3.14K | 0.19% | 135 |
|
|
2018
Q2 | $923K | Buy |
35,633
+5,295
| +17% | +$137K | 0.22% | 114 |
|
|
2018
Q1 | $871K | Buy |
30,338
+748
| +3% | +$21.5K | 0.21% | 126 |
|
|
2017
Q4 | $827K | Buy |
29,590
+10,987
| +59% | +$307K | 0.19% | 138 |
|
|
2017
Q3 | $501K | Buy |
18,603
+5,077
| +38% | +$137K | 0.13% | 185 |
|
|
2017
Q2 | $336K | Buy |
13,526
+3,607
| +36% | +$89.6K | 0.09% | 215 |
|
|
2017
Q1 | $238K | Buy |
+9,919
| New | +$238K | 0.06% | 265 |
|