Strategic Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
105,162
-393
| -0.4% | -$11.8K | 1.97% | 15 |
|
|
2025
Q1 | $2.91M | Sell |
105,555
-2,226
| -2% | -$61.4K | 2.01% | 15 |
|
|
2024
Q4 | $2.87M | Sell |
107,781
-1,200
| -1% | -$32K | 1.96% | 15 |
|
|
2024
Q3 | $3.18M | Sell |
108,981
-4,761
| -4% | -$139K | 2.1% | 14 |
|
|
2024
Q2 | $3.02M | Sell |
113,742
-18,723
| -14% | -$497K | 2.18% | 14 |
|
|
2024
Q1 | $3.34M | Sell |
132,465
-6,773
| -5% | -$171K | 2.5% | 14 |
|
|
2023
Q4 | $3.45M | Buy |
139,238
+1,210
| +0.9% | +$30K | 2.7% | 13 |
|
|
2023
Q3 | $3.3M | Sell |
138,028
-3,539
| -2% | -$84.7K | 3.04% | 12 |
|
|
2023
Q2 | $3.49M | Sell |
141,567
-1,138
| -0.8% | -$28K | 3.09% | 12 |
|
|
2023
Q1 | $3.5M | Sell |
142,705
-2,993
| -2% | -$73.4K | 3.2% | 12 |
|
|
2022
Q4 | $3.45M | Sell |
145,698
-67,850
| -32% | -$1.61M | 3.34% | 12 |
|
|
2022
Q3 | $4.78M | Sell |
213,548
-4,313
| -2% | -$96.6K | 4.98% | 7 |
|
|
2022
Q2 | $5.53M | Buy |
217,861
+4,276
| +2% | +$109K | 5.32% | 7 |
|
|
2022
Q1 | $5.93M | Sell |
213,585
-35,647
| -14% | -$990K | 4.93% | 7 |
|
|
2021
Q4 | $7.38M | Buy |
249,232
+27,163
| +12% | +$805K | 5.3% | 7 |
|
|
2021
Q3 | $6.77M | Buy |
222,069
+1,980
| +0.9% | +$60.4K | 4.95% | 7 |
|
|
2021
Q2 | $7.24M | Sell |
220,089
-7,224
| -3% | -$238K | 5.22% | 7 |
|
|
2021
Q1 | $7.22M | Buy |
227,313
+5,479
| +2% | +$174K | 5.39% | 7 |
|
|
2020
Q4 | $6.8M | Sell |
221,834
-1,954
| -0.9% | -$59.9K | 5.96% | 5 |
|
|
2020
Q3 | $5.99M | Sell |
223,788
-1,378
| -0.6% | -$36.9K | 6.23% | 5 |
|
|
2020
Q2 | $5.48M | Buy |
225,166
+170,699
| +313% | +$4.16M | 6.1% | 5 |
|
|
2020
Q1 | $1.13M | Sell |
54,467
-190,326
| -78% | -$3.94M | 1.49% | 17 |
|
|
2019
Q4 | $6.7M | Buy |
+244,793
| New | +$6.7M | 6.51% | 6 |
|