WCFA
Walkner Condon Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
67,935
+7,275
| +12% | +$219K | 0.38% | 63 |
|
|
2025
Q1 | $1.67M | Buy |
60,660
+1,011
| +2% | +$27.9K | 0.34% | 67 |
|
|
2024
Q4 | $1.59M | Buy |
59,649
+613
| +1% | +$16.3K | 0.32% | 66 |
|
|
2024
Q3 | $1.72M | Buy |
59,036
+1,307
| +2% | +$38.1K | 0.35% | 64 |
|
|
2024
Q2 | $1.53M | Buy |
57,729
+2,568
| +5% | +$68.2K | 0.33% | 69 |
|
|
2024
Q1 | $1.39M | Buy |
55,161
+7,060
| +15% | +$178K | 0.3% | 77 |
|
|
2023
Q4 | $1.19M | Buy |
48,101
+10,759
| +29% | +$267K | 0.27% | 84 |
|
|
2023
Q3 | $894K | Buy |
37,342
+15,561
| +71% | +$373K | 0.24% | 91 |
|
|
2023
Q2 | $536K | Sell |
21,781
-149
| -0.7% | -$3.67K | 0.14% | 124 |
|
|
2023
Q1 | $538K | Buy |
21,930
+1,771
| +9% | +$43.4K | 0.15% | 119 |
|
|
2022
Q4 | $477K | Sell |
20,159
-64
| -0.3% | -$1.52K | 0.14% | 127 |
|
|
2022
Q3 | $453K | Buy |
20,223
+1,794
| +10% | +$40.2K | 0.15% | 126 |
|
|
2022
Q2 | $468K | Buy |
18,429
+29
| +0.2% | +$736 | 0.15% | 126 |
|
|
2022
Q1 | $511K | Sell |
18,400
-2,048
| -10% | -$56.9K | 0.15% | 128 |
|
|
2021
Q4 | $606K | Sell |
20,448
-512
| -2% | -$15.2K | 0.39% | 61 |
|
|
2021
Q3 | $638K | Sell |
20,960
-1,726
| -8% | -$52.5K | 0.31% | 70 |
|
|
2021
Q2 | $747K | Buy |
22,686
+1,283
| +6% | +$42.2K | 0.27% | 69 |
|
|
2021
Q1 | $680K | Buy |
21,403
+2,823
| +15% | +$89.7K | 0.26% | 78 |
|
|
2020
Q4 | $569K | Buy |
18,580
+1,516
| +9% | +$46.4K | 0.25% | 74 |
|
|
2020
Q3 | $457K | Buy |
+17,064
| New | +$457K | 0.24% | 72 |
|