Sound View Wealth Advisors Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,218
| Closed | -$204K | – | 393 |
|
|
2023
Q4 | $204K | Buy |
+8,218
| New | +$204K | 0.02% | 372 |
|
|
2023
Q2 | – | Sell |
-10,850
| Closed | -$266K | – | 375 |
|
|
2023
Q1 | $266K | Buy |
10,850
+2,632
| +32% | +$64.5K | 0.04% | 299 |
|
|
2022
Q4 | $204K | Sell |
8,218
-2,632
| -24% | -$65.2K | 0.02% | 372 |
|
|
2022
Q3 | $243K | Hold |
10,850
| – | – | 0.05% | 237 |
|
|
2022
Q2 | $275K | Buy |
+10,850
| New | +$275K | 0.06% | 228 |
|