Sigma Planning Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Sigma Planning Corp’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$782K	Buy	25,951 +124	+0.5%	+$3.74K	0.02%	589
2025 Q1	$712K	Buy	25,827 +472	+2%	+$13K	0.02%	602
2024 Q4	$675K	Sell	25,355 -1,922	-7%	-$51.2K	0.02%	620
2024 Q3	$796K	Buy	27,277 +319	+1%	+$9.31K	0.02%	571
2024 Q2	$716K	Sell	26,958 -1,938	-7%	-$51.5K	0.02%	585
2024 Q1	$730K	Buy	+28,896	New	+$730K	0.02%	613
2023 Q4	–	Sell	-28,721	Closed	-$688K	–	1109
2023 Q3	$688K	Sell	28,721 -65	-0.2%	-$1.56K	0.03%	589
2023 Q2	$709K	Buy	28,786 +586	+2%	+$14.4K	0.03%	596
2023 Q1	$691K	Sell	28,200 -22	-0.1%	-$539	0.02%	670
2022 Q4	$668K	Sell	28,222 -1,264	-4%	-$29.9K	0.02%	648
2022 Q3	$660K	Sell	29,486 -213	-0.7%	-$4.77K	0.03%	619
2022 Q2	$754K	Buy	29,699 +4,629	+18%	+$118K	0.03%	583
2022 Q1	$696K	Sell	25,070 -5,122	-17%	-$142K	0.02%	688
2021 Q4	$894K	Buy	30,192 +4,555	+18%	+$135K	0.02%	592
2021 Q3	$781K	Sell	25,637 -194	-0.8%	-$5.91K	0.02%	629
2021 Q2	$849K	Sell	25,831 -103	-0.4%	-$3.39K	0.03%	608
2021 Q1	$824K	Buy	25,934 +1,049	+4%	+$33.3K	0.03%	573
2020 Q4	$763K	Buy	24,885 +136	+0.5%	+$4.17K	0.03%	524
2020 Q3	$662K	Sell	24,749 -721	-3%	-$19.3K	0.03%	512
2020 Q2	$620K	Buy	25,470 +15,373	+152%	+$374K	0.03%	511
2020 Q1	$209K	Sell	10,097 -12,350	-55%	-$256K	0.01%	766
2019 Q4	$614K	Buy	22,447 +1,595	+8%	+$43.6K	0.03%	530
2019 Q3	$524K	Sell	20,852 -1,281	-6%	-$32.2K	0.03%	552
2019 Q2	$581K	Buy	22,133 +3,621	+20%	+$95.1K	0.03%	505
2019 Q1	$482K	Sell	18,512 -140	-0.8%	-$3.65K	0.03%	517
2018 Q4	$439K	Sell	18,652 -824	-4%	-$19.4K	0.03%	476
2018 Q3	$501K	Buy	19,476 +1,634	+9%	+$42K	0.03%	483
2018 Q2	$462K	Buy	17,842 +3,519	+25%	+$91.1K	0.03%	478
2018 Q1	$411K	Buy	14,323 +1,869	+15%	+$53.6K	0.03%	494
2017 Q4	$348K	Sell	12,454 -2,577	-17%	-$72K	0.03%	544
2017 Q3	$404K	Sell	15,031 -2,998	-17%	-$80.6K	0.03%	500
2017 Q2	$448K	Buy	+18,029	New	+$448K	0.04%	439