SWM
SVA Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.38M | Sell |
77,632
-5,105
| -6% | -$156K | 0.21% | 87 |
|
|
2020
Q3 | $2.21M | Buy |
82,737
+10,002
| +14% | +$268K | 0.22% | 86 |
|
|
2020
Q2 | $1.77M | Buy |
72,735
+247
| +0.3% | +$6.01K | 0.19% | 99 |
|
|
2020
Q1 | $1.5M | Buy |
72,488
+7,869
| +12% | +$163K | 0.17% | 99 |
|
|
2019
Q4 | $1.77M | Sell |
64,619
-409
| -0.6% | -$11.2K | 0.16% | 105 |
|
|
2019
Q3 | $1.63M | Buy |
65,028
+5,363
| +9% | +$135K | 0.16% | 101 |
|
|
2019
Q2 | $1.57M | Buy |
59,665
+3,309
| +6% | +$86.9K | 0.15% | 104 |
|
|
2019
Q1 | $1.47M | Sell |
56,356
-10
| -0% | -$260 | 0.14% | 110 |
|
|
2018
Q4 | $1.33M | Buy |
56,366
+19,124
| +51% | +$450K | 0.15% | 106 |
|
|
2018
Q3 | $957K | Sell |
37,242
-8,614
| -19% | -$221K | 0.1% | 123 |
|
|
2018
Q2 | $1.19M | Buy |
45,856
+16,361
| +55% | +$424K | 0.13% | 116 |
|
|
2018
Q1 | $794K | Sell |
29,495
-4,237
| -13% | -$114K | 0.1% | 123 |
|
|
2017
Q4 | $942K | Buy |
33,732
+4,237
| +14% | +$118K | 0.11% | 120 |
|
|
2017
Q3 | $794K | Buy |
29,495
+1,500
| +5% | +$40.4K | 0.1% | 123 |
|
|
2017
Q2 | $696K | Buy |
27,995
+3,223
| +13% | +$80.1K | 0.09% | 126 |
|
|
2017
Q1 | $594K | Buy |
24,772
+10,965
| +79% | +$263K | 0.08% | 129 |
|
|
2016
Q4 | $298K | Buy |
13,807
+2,545
| +23% | +$54.9K | 0.04% | 167 |
|
|
2016
Q3 | $260K | Buy |
11,262
+88
| +0.8% | +$2.03K | 0.04% | 177 |
|
|
2016
Q2 | $238K | Buy |
11,174
+940
| +9% | +$20K | 0.04% | 182 |
|
|
2016
Q1 | $213K | Buy |
+10,234
| New | +$213K | 0.04% | 189 |
|