Vickerman & Driscoll 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-107,797
| Closed | -$2.71M | – | 70 |
|
2019
Q3 | $2.71M | Sell |
107,797
-9
| -0% | -$226 | 1.49% | 18 |
|
2019
Q2 | $2.83M | Buy |
107,806
+6,435
| +6% | +$169K | 1.57% | 17 |
|
2019
Q1 | $2.64M | Buy |
101,371
+14,495
| +17% | +$377K | 1.49% | 17 |
|
2018
Q4 | $2.04M | Buy |
86,876
+1,483
| +2% | +$34.9K | 1.59% | 14 |
|
2018
Q3 | $2.2M | Buy |
85,393
+431
| +0.5% | +$11.1K | 1.53% | 18 |
|
2018
Q2 | $2.2M | Sell |
84,962
-1,830
| -2% | -$47.4K | 1.61% | 15 |
|
2018
Q1 | $2.49M | Buy |
86,792
+804
| +0.9% | +$23.1K | 1.84% | 13 |
|
2017
Q4 | $2.4M | Buy |
+85,988
| New | +$2.4M | 1.89% | 12 |
|