WBH 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
Q2 | $5.35M | Sell |
177,368
-20,933
| -11% | -$631K | 0.46% | 50 |
|
|
2025
Q1 | $5.47M | Buy |
198,301
+7,275
| +4% | +$201K | 0.51% | 48 |
|
|
2024
Q4 | $5.09M | Buy |
191,026
+8,163
| +4% | +$217K | 0.47% | 48 |
|
|
2024
Q3 | $5.34M | Buy |
182,863
+3,808
| +2% | +$111K | 0.51% | 48 |
|
|
2024
Q2 | $4.76M | Buy |
179,055
+11,059
| +7% | +$294K | 0.48% | 51 |
|
|
2024
Q1 | $4.24M | Buy |
167,996
+12,034
| +8% | +$304K | 0.44% | 55 |
|
|
2023
Q4 | $3.87M | Sell |
155,962
-7,812
| -5% | -$194K | 0.43% | 56 |
|
|
2023
Q3 | $3.92M | Buy |
163,774
+9,096
| +6% | +$218K | 0.48% | 54 |
|
|
2023
Q2 | $3.81M | Sell |
154,678
-1,027
| -0.7% | -$25.3K | 0.45% | 56 |
|
|
2023
Q1 | $3.82M | Buy |
+155,705
| New | +$3.82M | 0.48% | 54 |
|
|
2022
Q3 | $3.48M | Buy |
155,190
+1,670
| +1% | +$37.4K | 0.5% | 50 |
|
|
2022
Q2 | $3.78M | Buy |
153,520
+2,619
| +2% | +$64.5K | 0.5% | 48 |
|
|
2022
Q1 | $3.96M | Buy |
150,901
+32,888
| +28% | +$863K | 0.49% | 51 |
|
|
2021
Q4 | $3.5M | Buy |
118,013
+13,427
| +13% | +$398K | 0.4% | 61 |
|
|
2021
Q3 | $3.19M | Buy |
104,586
+6,813
| +7% | +$208K | 0.43% | 49 |
|
|
2021
Q2 | $3.01M | Buy |
97,773
+7,906
| +9% | +$243K | 0.44% | 51 |
|
|
2021
Q1 | $2.86M | Buy |
89,867
+4,399
| +5% | +$140K | 0.46% | 51 |
|
|
2020
Q4 | $2.85M | Buy |
85,468
+8,342
| +11% | +$278K | 0.49% | 45 |
|
|
2020
Q3 | $2.06M | Buy |
77,126
+9,051
| +13% | +$242K | 0.42% | 56 |
|
|
2020
Q2 | $1.66M | Sell |
68,075
-3,621
| -5% | -$88.1K | 0.4% | 60 |
|
|
2020
Q1 | $1.48K | Sell |
71,696
-19,005
| -21% | -$393 | 0.35% | 58 |
|
|
2019
Q4 | $2.48M | Buy |
90,701
+8,885
| +11% | +$243K | 0.51% | 43 |
|
|
2019
Q3 | $2.06M | Buy |
81,816
+11,301
| +16% | +$284K | 0.46% | 50 |
|
|
2019
Q2 | $1.85M | Buy |
70,515
+5,156
| +8% | +$135K | 0.43% | 54 |
|
|
2019
Q1 | $1.7M | Buy |
65,359
+8,045
| +14% | +$209K | 0.4% | 61 |
|
|
2018
Q4 | $1.35K | Buy |
57,314
+9,869
| +21% | +$232 | 0.33% | 69 |
|
|
2018
Q3 | $1.22M | Sell |
47,445
-2,863
| -6% | -$73.6K | 0.3% | 84 |
|
|
2018
Q2 | $1.3M | Buy |
50,308
+3,871
| +8% | +$100K | 0.34% | 71 |
|
|
2018
Q1 | $1.33M | Buy |
46,437
+7,828
| +20% | +$225K | 0.36% | 68 |
|
|
2017
Q4 | $1.08M | Buy |
38,609
+7,287
| +23% | +$203K | 0.29% | 85 |
|
|
2017
Q3 | $842K | Buy |
31,322
+3,719
| +13% | +$100K | 0.24% | 97 |
|
|
2017
Q2 | $685K | Buy |
27,603
+4,729
| +21% | +$117K | 0.19% | 107 |
|
|
2017
Q1 | $548K | Buy |
22,874
+5,953
| +35% | +$143K | 0.16% | 130 |
|
|
2016
Q4 | $364K | Buy |
16,921
+5,210
| +44% | +$112K | 0.12% | 162 |
|
|
2016
Q3 | $270K | Buy |
11,711
+533
| +5% | +$12.3K | 0.09% | 183 |
|
|
2016
Q2 | $237K | Buy |
+11,178
| New | +$237K | 0.09% | 173 |
|