WealthPlan Investment Management’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 | $556K | Sell |
18,436
-369
| -2% | -$11.1K | 0.04% | 224 |
|
|
2025
Q1 | $518K | Sell |
18,805
-134
| -0.7% | -$3.69K | 0.05% | 167 |
|
|
2024
Q4 | $504K | Buy |
+18,939
| New | +$504K | 0.05% | 173 |
|
|
2023
Q1 | – | Sell |
-22,296
| Closed | -$561K | – | 543 |
|
|
2022
Q4 | $561K | Buy |
22,296
+1,195
| +6% | +$30.1K | 0.04% | 241 |
|
|
2022
Q3 | $506K | Buy |
+21,101
| New | +$506K | 0.04% | 242 |
|
|
2022
Q1 | $487K | Buy |
+18,518
| New | +$487K | 0.03% | 254 |
|