Successful Portfolios’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Successful Portfolios’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	8,712 +1,036	+13%	+$37K	0.15%	133
2026 Q1	$251K	Buy	7,676 +1,175	+18%	+$40.1K	0.14%	149
2025 Q4	$220K	Buy	6,501 +7	+0.1%	+$233	0.11%	168
2025 Q3	$217K	Buy	+6,494	New	+$205K	0.13%	157
2024 Q4	–	Sell	-7,259	Closed	-$212K	–	169
2024 Q3	$212K	Sell	7,259 -1,875	-21%	-$50.8K	0.14%	148
2024 Q2	$243K	Sell	9,134 -792	-8%	-$20.6K	0.17%	122
2024 Q1	$251K	Sell	9,926 -1,163	-10%	-$28.6K	0.17%	128
2023 Q4	$275K	Sell	11,089 -413	-4%	-$9.93K	0.21%	118
2023 Q3	$275K	Sell	11,502 -122	-1%	-$3.02K	0.24%	97
2023 Q2	$286K	Sell	11,624 -8,870	-43%	-$217K	0.25%	93
2023 Q1	$503K	Sell	20,494 -2,581	-11%	-$63.9K	0.32%	73
2022 Q4	$546K	Buy	23,075 +842	+4%	+$19.6K	0.36%	69
2022 Q3	$498K	Sell	22,233 -631	-3%	-$15.6K	0.36%	72
2022 Q2	$580K	Sell	22,864 -847	-4%	-$22.1K	0.39%	64
2022 Q1	$658K	Sell	23,711 -760	-3%	-$22K	0.37%	64
2021 Q4	$725K	Sell	24,471 -484	-2%	-$14.8K	0.39%	59
2021 Q3	$761K	Sell	24,955 -67	-0.3%	-$2.09K	0.45%	54
2021 Q2	$823K	Sell	25,022 -1,127	-4%	-$36.6K	0.5%	50
2021 Q1	$831K	Hold	26,149	–	–	0.55%	48
2020 Q4	$801K	Sell	26,149 -290	-1%	-$8.41K	0.57%	47
2020 Q3	$707K	Sell	26,439 -934	-3%	-$25K	0.56%	47
2020 Q2	$667K	Sell	27,373 -9,647	-26%	-$219K	0.59%	46
2020 Q1	$766K	Sell	37,020 -8,306	-18%	-$208K	0.77%	36
2019 Q4	$1.24M	Buy	45,326 +1,919	+4%	+$50.6K	1.1%	20
2019 Q3	$1.09M	Buy	43,407 +7,737	+22%	+$197K	1.03%	23
2019 Q2	$936K	Sell	35,670 -625	-2%	-$16.2K	1%	26
2019 Q1	$944K	Buy	36,295 +2,177	+6%	+$55.2K	1.03%	26
2018 Q4	$803K	Buy	34,118 +1,655	+5%	+$40.1K	1.03%	29
2018 Q3	$835K	Sell	32,463 -583	-2%	-$15.1K	0.91%	30
2018 Q2	$856K	Buy	33,046 +75	+0.2%	+$2.06K	1%	28
2018 Q1	$946K	Buy	32,971 +10,782	+49%	+$316K	1.15%	21
2017 Q4	$620K	Buy	+22,189	New	+$612K	0.77%	40