SFWA
Summit Financial Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-346,302
| Closed | -$8.63M | – | 135 |
|
|
2022
Q2 | $8.63M | Sell |
346,302
-114,193
| -25% | -$2.85M | 2.06% | 16 |
|
|
2022
Q1 | $12.8M | Buy |
460,495
+11,824
| +3% | +$328K | 2.58% | 9 |
|
|
2021
Q4 | $13.3M | Buy |
448,671
+8,883
| +2% | +$264K | 2.58% | 10 |
|
|
2021
Q3 | $13.4M | Sell |
439,788
-6,672
| -1% | -$203K | 3.04% | 9 |
|
|
2021
Q2 | $14.7M | Buy |
+446,460
| New | +$14.7M | 3.31% | 7 |
|