Valued Wealth 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 | $684K | Buy |
22,687
+6,559
| +41% | +$198K | 0.36% | 25 |
|
|
2025
Q1 | $445K | Buy |
16,128
+708
| +5% | +$19.5K | 0.27% | 28 |
|
|
2024
Q4 | $411K | Buy |
15,420
+4,010
| +35% | +$107K | 0.26% | 25 |
|
|
2024
Q3 | $333K | Sell |
11,410
-12
| -0.1% | -$350 | 0.22% | 28 |
|
|
2024
Q2 | $303K | Sell |
11,422
-24
| -0.2% | -$638 | 0.21% | 28 |
|
|
2024
Q1 | $289K | Sell |
11,446
-16
| -0.1% | -$404 | 0.2% | 26 |
|
|
2023
Q4 | $274K | Buy |
+11,462
| New | +$274K | 0.25% | 26 |
|