Summit Wealth & Retirement Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $13.6M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.61M | Buy |
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|
2022
Q4 | $8.22M | Buy |
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|
2022
Q3 | $7.33M | Buy |
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|
2022
Q2 | $8.17M | Buy |
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|
2022
Q1 | $8.06M | Buy |
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|
2021
Q4 | $8.25M | Buy |
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|
2021
Q3 | $7.53M | Buy |
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|
2021
Q2 | $7.54M | Buy |
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|
2021
Q1 | $7.18M | Buy |
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|
2020
Q4 | $6.51M | Buy |
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|
2020
Q3 | $5.55M | Buy |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $7.47M | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $379K | Hold |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $348K | Buy |
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