Wade Financial Advisory’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
Q1 | $420K | Sell |
15,234
-1,025
| -6% | -$28.3K | 0.14% | 53 |
|
|
2024
Q4 | $433K | Buy |
16,259
+2,770
| +21% | +$73.8K | 0.15% | 55 |
|
|
2024
Q3 | $394K | Sell |
13,489
-572
| -4% | -$16.7K | 0.13% | 59 |
|
|
2024
Q2 | $373K | Sell |
14,061
-1,387
| -9% | -$36.8K | 0.13% | 62 |
|
|
2024
Q1 | $390K | Sell |
15,448
-2,696
| -15% | -$68.1K | 0.14% | 60 |
|
|
2023
Q4 | $450K | Sell |
18,144
-2,802
| -13% | -$69.5K | 0.17% | 56 |
|
|
2023
Q3 | $501K | Hold |
20,946
| – | – | 0.21% | 49 |
|
|
2023
Q2 | $516K | Sell |
20,946
-10
| -0% | -$246 | 0.2% | 52 |
|
|
2023
Q1 | $514K | Hold |
20,956
| – | – | 0.22% | 49 |
|
|
2022
Q4 | $496K | Sell |
20,956
-2,860
| -12% | -$67.7K | 0.22% | 53 |
|
|
2022
Q3 | $533K | Sell |
23,816
-218
| -0.9% | -$4.88K | 0.27% | 46 |
|
|
2022
Q2 | $610K | Buy |
24,034
+2,860
| +14% | +$72.6K | 0.29% | 46 |
|
|
2022
Q1 | $588K | Buy |
21,174
+312
| +1% | +$8.66K | 0.25% | 53 |
|
|
2021
Q4 | $618K | Sell |
20,862
-4
| -0% | -$118 | 0.32% | 46 |
|
|
2021
Q3 | $636K | Hold |
20,866
| – | – | 0.36% | 43 |
|
|
2021
Q2 | $686K | Hold |
20,866
| – | – | 0.38% | 42 |
|
|
2021
Q1 | $663K | Sell |
20,866
-1,029
| -5% | -$32.7K | 0.42% | 39 |
|
|
2020
Q4 | $671K | Sell |
21,895
-298
| -1% | -$9.13K | 0.45% | 38 |
|
|
2020
Q3 | $594K | Sell |
22,193
-593
| -3% | -$15.9K | 0.47% | 39 |
|
|
2020
Q2 | $555K | Buy |
22,786
+1,234
| +6% | +$30.1K | 0.48% | 39 |
|
|
2020
Q1 | $446K | Buy |
21,552
+4,818
| +29% | +$99.7K | 0.45% | 39 |
|
|
2019
Q4 | $458K | Buy |
+16,734
| New | +$458K | 0.4% | 39 |
|