SWM
SigFig 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 | $11.4M | Sell |
379,446
-10,258
| -3% | -$309K | 0.38% | 36 |
|
2025
Q1 | $5.47M | Buy |
389,704
+11,352
| +3% | +$159K | 0.2% | 52 |
|
2024
Q4 | $5.58M | Buy |
378,352
+4,110
| +1% | +$60.6K | 0.2% | 54 |
|
2024
Q3 | $5.68M | Buy |
374,242
+15,555
| +4% | +$236K | 0.21% | 53 |
|
2024
Q2 | $5.84M | Buy |
358,687
+19,645
| +6% | +$320K | 0.22% | 50 |
|
2024
Q1 | $5.82M | Buy |
339,042
+16,921
| +5% | +$290K | 0.21% | 46 |
|
2023
Q4 | $6.31M | Buy |
322,121
+63,446
| +25% | +$1.24M | 0.24% | 43 |
|
2023
Q3 | $6.15M | Sell |
258,675
-21,218
| -8% | -$505K | 0.25% | 41 |
|
2023
Q2 | $6.8M | Buy |
279,893
+3,538
| +1% | +$86K | 0.26% | 42 |
|
2023
Q1 | $6.91M | Buy |
276,355
+9,586
| +4% | +$240K | 0.38% | 33 |
|
2022
Q4 | $7.1M | Sell |
266,769
-4,464
| -2% | -$119K | 0.35% | 33 |
|
2022
Q3 | $7.21M | Buy |
271,233
+3,894
| +1% | +$103K | 0.38% | 32 |
|
2022
Q2 | $7.7M | Sell |
267,339
-30,690
| -10% | -$884K | 0.4% | 31 |
|
2022
Q1 | $8.33M | Buy |
298,029
+13,181
| +5% | +$368K | 0.4% | 30 |
|
2021
Q4 | $8M | Buy |
284,848
+27,021
| +10% | +$759K | 0.37% | 31 |
|
2021
Q3 | $7.86M | Buy |
257,827
+4,982
| +2% | +$152K | 0.39% | 29 |
|
2021
Q2 | $8.31M | Buy |
252,845
+21,449
| +9% | +$705K | 0.44% | 27 |
|
2021
Q1 | $7.35M | Buy |
231,396
+12,141
| +6% | +$386K | 0.45% | 26 |
|
2020
Q4 | $6.72M | Buy |
219,255
+25,753
| +13% | +$789K | 0.49% | 24 |
|
2020
Q3 | $5.1M | Buy |
193,502
+17,409
| +10% | +$459K | 0.46% | 23 |
|
2020
Q2 | $4.29M | Buy |
176,093
+390
| +0.2% | +$9.5K | 0.46% | 22 |
|
2020
Q1 | $3.64M | Sell |
175,703
-122
| -0.1% | -$2.52K | 0.49% | 25 |
|
2019
Q4 | $4.81M | Buy |
175,825
+2,450
| +1% | +$67.1K | 0.59% | 23 |
|
2019
Q3 | $4.36M | Buy |
173,375
+13,336
| +8% | +$335K | 0.62% | 24 |
|
2019
Q2 | $4.2M | Buy |
160,039
+9,760
| +6% | +$256K | 0.65% | 27 |
|
2019
Q1 | $3.91M | Sell |
150,279
-103
| -0.1% | -$2.68K | 0.69% | 27 |
|
2018
Q4 | $3.55M | Sell |
150,382
-4,318
| -3% | -$102K | 0.76% | 27 |
|
2018
Q3 | $3.98M | Buy |
154,700
+1,674
| +1% | +$43K | 0.82% | 27 |
|
2018
Q2 | $3.96M | Sell |
153,026
-4,152
| -3% | -$108K | 1.02% | 27 |
|
2018
Q1 | $4.51M | Sell |
157,178
-8,611
| -5% | -$247K | 2.63% | 16 |
|
2017
Q4 | $4.62M | Buy |
165,789
+9,838
| +6% | +$274K | 2.21% | 15 |
|
2017
Q3 | $4.2M | Sell |
155,951
-7,197
| -4% | -$194K | 2.81% | 12 |
|
2017
Q2 | $4.05M | Buy |
163,148
+1,521
| +0.9% | +$37.8K | 2.99% | 12 |
|
2017
Q1 | $3.87M | Buy |
161,627
+824
| +0.5% | +$19.8K | 3.08% | 12 |
|
2016
Q4 | $3.5M | Buy |
+160,803
| New | +$3.5M | 3% | 12 |
|