United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
112,811
-13,345
| -11% | -$402K | 0.03% | 334 |
|
|
2025
Q1 | $3.48M | Buy |
126,156
+2,265
| +2% | +$62.4K | 0.03% | 324 |
|
|
2024
Q4 | $3.3M | Sell |
123,891
-3,507
| -3% | -$93.4K | 0.03% | 324 |
|
|
2024
Q3 | $3.72M | Sell |
127,398
-9,391
| -7% | -$274K | 0.03% | 310 |
|
|
2024
Q2 | $3.63M | Sell |
136,789
-18,433
| -12% | -$490K | 0.03% | 308 |
|
|
2024
Q1 | $3.92M | Sell |
155,222
-6,215
| -4% | -$157K | 0.03% | 315 |
|
|
2023
Q4 | $4M | Sell |
161,437
-30,087
| -16% | -$746K | 0.03% | 317 |
|
|
2023
Q3 | $4.59M | Sell |
191,524
-5,416
| -3% | -$130K | 0.03% | 311 |
|
|
2023
Q2 | $4.85M | Sell |
196,940
-29,865
| -13% | -$736K | 0.03% | 318 |
|
|
2023
Q1 | $5.56M | Sell |
226,805
-9,165
| -4% | -$225K | 0.03% | 308 |
|
|
2022
Q4 | $5.59M | Sell |
235,970
-107,774
| -31% | -$2.55M | 0.03% | 316 |
|
|
2022
Q3 | $7.7M | Sell |
343,744
-251,129
| -42% | -$5.63M | 0.05% | 270 |
|
|
2022
Q2 | $15.1M | Sell |
594,873
-44,029
| -7% | -$1.12M | 0.08% | 205 |
|
|
2022
Q1 | $17.7M | Sell |
638,902
-91,922
| -13% | -$2.55M | 0.09% | 202 |
|
|
2021
Q4 | $21.6M | Sell |
730,824
-163,312
| -18% | -$4.84M | 0.1% | 191 |
|
|
2021
Q3 | $27.3M | Sell |
894,136
-110,976
| -11% | -$3.38M | 0.14% | 154 |
|
|
2021
Q2 | $33M | Sell |
1,005,112
-140,717
| -12% | -$4.63M | 0.17% | 129 |
|
|
2021
Q1 | $36.4M | Sell |
1,145,829
-139,934
| -11% | -$4.45M | 0.2% | 107 |
|
|
2020
Q4 | $39.4M | Sell |
1,285,763
-77,734
| -6% | -$2.38M | 0.24% | 93 |
|
|
2020
Q3 | $36.5M | Sell |
1,363,497
-151,545
| -10% | -$4.06M | 0.24% | 98 |
|
|
2020
Q2 | $36.9M | Sell |
1,515,042
-148,257
| -9% | -$3.61M | 0.27% | 86 |
|
|
2020
Q1 | $34.4M | Buy |
1,663,299
+44,977
| +3% | +$931K | 0.28% | 77 |
|
|
2019
Q4 | $44.3M | Buy |
1,618,322
+78,408
| +5% | +$2.15M | 0.29% | 80 |
|
|
2019
Q3 | $38.7M | Buy |
1,539,914
+86,393
| +6% | +$2.17M | 0.27% | 89 |
|
|
2019
Q2 | $38.1M | Buy |
1,453,521
+123,408
| +9% | +$3.24M | 0.25% | 97 |
|
|
2019
Q1 | $34.6M | Buy |
1,330,113
+142,145
| +12% | +$3.7M | 0.24% | 97 |
|
|
2018
Q4 | $28M | Sell |
1,187,968
-111,863
| -9% | -$2.63M | 0.22% | 100 |
|
|
2018
Q3 | $33.4M | Buy |
1,299,831
+112,383
| +9% | +$2.89M | 0.23% | 98 |
|
|
2018
Q2 | $30.7M | Buy |
1,187,448
+119,076
| +11% | +$3.08M | 0.23% | 100 |
|
|
2018
Q1 | $30.7M | Buy |
1,068,372
+942,402
| +748% | +$27M | 0.23% | 101 |
|
|
2017
Q4 | $3.52M | Sell |
125,970
-324
| -0.3% | -$9.05K | 0.03% | 471 |
|
|
2017
Q3 | $3.4M | Buy |
126,294
+51,441
| +69% | +$1.38M | 0.03% | 454 |
|
|
2017
Q2 | $1.86M | Sell |
74,853
-2,400
| -3% | -$59.6K | 0.02% | 595 |
|
|
2017
Q1 | $1.85M | Sell |
77,253
-11,102
| -13% | -$266K | 0.02% | 587 |
|
|
2016
Q4 | $1.91M | Buy |
88,355
+1,425
| +2% | +$30.7K | 0.02% | 576 |
|
|
2016
Q3 | $2.01M | Sell |
86,930
-49,590
| -36% | -$1.14M | 0.02% | 588 |
|
|
2016
Q2 | $2.87M | Sell |
136,520
-32,703
| -19% | -$687K | 0.03% | 472 |
|
|
2016
Q1 | $3.52M | Sell |
169,223
-69,622
| -29% | -$1.45M | 0.04% | 413 |
|
|
2015
Q4 | $4.66M | Sell |
238,845
-31,449
| -12% | -$614K | 0.05% | 345 |
|
|
2015
Q3 | $5.47M | Sell |
270,294
-43,492
| -14% | -$879K | 0.07% | 302 |
|
|
2015
Q2 | $7.71M | Sell |
313,786
-13,197
| -4% | -$324K | 0.09% | 261 |
|
|
2015
Q1 | $8.55M | Buy |
326,983
+9,695
| +3% | +$254K | 0.1% | 246 |
|
|
2014
Q4 | $7.58M | Buy |
317,288
+83,641
| +36% | +$2M | 0.11% | 208 |
|
|
2014
Q3 | $5.94M | Sell |
233,647
-17,089
| -7% | -$434K | 0.1% | 226 |
|
|
2014
Q2 | $6.53M | Sell |
250,736
-1,326
| -0.5% | -$34.5K | 0.12% | 204 |
|
|
2014
Q1 | $6.13M | Buy |
252,062
+233,364
| +1,248% | +$5.68M | 0.13% | 183 |
|
|
2013
Q4 | $460K | Sell |
18,698
-160,730
| -90% | -$3.95M | 0.02% | 451 |
|
|
2013
Q3 | $4.41M | Buy |
179,428
+4,693
| +3% | +$115K | 0.14% | 158 |
|
|
2013
Q2 | $4.08M | Buy |
+174,735
| New | +$4.08M | 0.11% | 218 |
|