Sightline Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.05M | Sell |
122,947
-18,491
| -13% | -$631K | 1.71% | 17 |
|
|
2025
Q4 | $4.63M | Sell |
141,438
-5,926
| -4% | -$198K | 1.97% | 14 |
|
|
2025
Q3 | $4.92M | Sell |
147,364
-3,799
| -3% | -$120K | 2.22% | 11 |
|
|
2025
Q2 | $4.56M | Buy |
151,163
+5,835
| +4% | +$165K | 2.2% | 10 |
|
|
2025
Q1 | $4.01M | Buy |
145,328
+7,521
| +5% | +$206K | 2.11% | 11 |
|
|
2024
Q4 | $3.67M | Sell |
137,807
-3,787
| -3% | -$107K | 1.98% | 12 |
|
|
2024
Q3 | $4.13M | Sell |
141,594
-8,244
| -6% | -$223K | 2.28% | 9 |
|
|
2024
Q2 | $3.98M | Sell |
149,838
-3,381
| -2% | -$88.1K | 2.48% | 9 |
|
|
2024
Q1 | $3.87M | Sell |
153,219
-6,781
| -4% | -$167K | 2.55% | 9 |
|
|
2023
Q4 | $3.97M | Buy |
160,000
+4,739
| +3% | +$114K | 3.02% | 9 |
|
|
2023
Q3 | $3.72M | Sell |
155,261
-6,518
| -4% | -$161K | 3.47% | 6 |
|
|
2023
Q2 | $3.97M | Buy |
161,779
+2,482
| +2% | +$60.6K | 3.94% | 5 |
|
|
2023
Q1 | $3.91M | Sell |
159,297
-2,482
| -2% | -$61.5K | 3.99% | 5 |
|
|
2022
Q4 | $3.83M | Sell |
161,779
-164
| -0.1% | -$3.82K | 4.13% | 6 |
|
|
2022
Q3 | $3.68M | Sell |
161,943
-2,309
| -1% | -$57.1K | 4.32% | 6 |
|
|
2022
Q2 | $4.15M | Sell |
164,252
-8,520
| -5% | -$223K | 4.06% | 6 |
|
|
2022
Q1 | $4.8M | Sell |
172,772
-6,701
| -4% | -$194K | 3.99% | 7 |
|
|
2021
Q4 | $179K | Sell |
179,473
-5,053
| -3% | -$154K | 0.16% | 52 |
|
|
2021
Q3 | $5.62M | Sell |
184,526
-2,523
| -1% | -$78.8K | 4.68% | 7 |
|
|
2021
Q2 | $6.15M | Buy |
187,049
+1,829
| +1% | +$59.3K | 5.09% | 7 |
|
|
2021
Q1 | $5.89M | Sell |
185,220
-23,949
| -11% | -$780K | 5.45% | 6 |
|
|
2020
Q4 | $6.41M | Buy |
+209,169
| New | +$6.07M | 6.32% | 5 |
|
Other funds holding SCHE
RIM
R
OWM
MG