Waverly 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 | $14.7M | Buy |
488,200
+1,363
| +0.3% | +$41.1K | 0.16% | 127 |
|
|
2025
Q1 | $13.4M | Buy |
486,837
+305,545
| +169% | +$8.42M | 0.16% | 133 |
|
|
2024
Q4 | $4.83M | Sell |
181,292
-115,094
| -39% | -$3.06M | 0.07% | 221 |
|
|
2024
Q3 | $8.65M | Sell |
296,386
-16,985
| -5% | -$496K | 0.16% | 138 |
|
|
2024
Q2 | $8.32M | Buy |
313,371
+10,325
| +3% | +$274K | 0.16% | 130 |
|
|
2024
Q1 | $7.65M | Buy |
+303,046
| New | +$7.65M | 0.18% | 106 |
|