Souders 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-119,259
| Closed | -$2.96M | – | 164 |
|
|
2023
Q4 | $2.96M | Buy |
119,259
+2,431
| +2% | +$60.3K | 0.51% | 59 |
|
|
2023
Q3 | $2.8M | Buy |
116,828
+7,807
| +7% | +$187K | 0.54% | 60 |
|
|
2023
Q2 | $2.69M | Sell |
109,021
-1,436
| -1% | -$35.4K | 0.51% | 60 |
|
|
2023
Q1 | $2.71M | Buy |
110,457
+19,833
| +22% | +$486K | 0.58% | 61 |
|
|
2022
Q4 | $2.15M | Buy |
90,624
+6,549
| +8% | +$155K | 0.49% | 62 |
|
|
2022
Q3 | $1.88M | Buy |
84,075
+11,756
| +16% | +$263K | 0.51% | 63 |
|
|
2022
Q2 | $1.84M | Buy |
72,319
+7,996
| +12% | +$203K | 0.53% | 57 |
|
|
2022
Q1 | $1.79M | Buy |
64,323
+3,711
| +6% | +$103K | 0.52% | 54 |
|
|
2021
Q4 | $1.8M | Buy |
60,612
+6,492
| +12% | +$192K | 0.52% | 54 |
|
|
2021
Q3 | $1.65M | Buy |
54,120
+4,315
| +9% | +$132K | 0.53% | 55 |
|
|
2021
Q2 | $1.64M | Buy |
49,805
+3,097
| +7% | +$102K | 0.55% | 54 |
|
|
2021
Q1 | $1.48M | Buy |
46,708
+2,168
| +5% | +$68.9K | 0.58% | 50 |
|
|
2020
Q4 | $1.37M | Buy |
44,540
+910
| +2% | +$27.9K | 0.59% | 49 |
|
|
2020
Q3 | $1.26M | Sell |
43,630
-1,358
| -3% | -$39.3K | 0.6% | 48 |
|
|
2020
Q2 | $1.1M | Sell |
44,988
-5,744
| -11% | -$140K | 0.63% | 48 |
|
|
2020
Q1 | $1.05M | Buy |
+50,732
| New | +$1.05M | 0.93% | 29 |
|