Treybourne Wealth Planners’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
2021
Q2
$9.13M Buy
277,719
+27,440
+11% +$902K 5.65% 6
2021
Q1
$7.95M Buy
250,279
+4,665
+2% +$148K 5.51% 6
2020
Q4
$7.53M Buy
+245,614
New +$7.53M 5.42% 6