WealthShield Partners’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 | $3.37M | Buy |
111,902
+1,803
| +2% | +$54.3K | 0.41% | 63 |
|
|
2025
Q1 | $3.04M | Buy |
110,099
+68
| +0.1% | +$1.88K | 0.39% | 73 |
|
|
2024
Q4 | $2.93M | Sell |
110,031
-6,092
| -5% | -$162K | 0.42% | 70 |
|
|
2024
Q3 | $3.39M | Sell |
116,123
-6,099
| -5% | -$178K | 0.46% | 62 |
|
|
2024
Q2 | $3.25M | Buy |
122,222
+18,765
| +18% | +$499K | 0.5% | 59 |
|
|
2024
Q1 | $2.61M | Buy |
103,457
+4,195
| +4% | +$106K | 0.42% | 71 |
|
|
2023
Q4 | $2.46M | Sell |
99,262
-3,194
| -3% | -$79.2K | 0.41% | 72 |
|
|
2023
Q3 | $2.45M | Buy |
102,456
+5,298
| +5% | +$127K | 0.37% | 71 |
|
|
2023
Q2 | $2.39M | Buy |
97,158
+2,131
| +2% | +$52.5K | 0.36% | 68 |
|
|
2023
Q1 | $2.33M | Buy |
95,027
+6,670
| +8% | +$164K | 0.38% | 68 |
|
|
2022
Q4 | $2.09M | Sell |
88,357
-2,000
| -2% | -$47.3K | 0.4% | 68 |
|
|
2022
Q3 | $2.02M | Buy |
90,357
+3,204
| +4% | +$71.8K | 0.4% | 67 |
|
|
2022
Q2 | $2.21M | Sell |
87,153
-3,585
| -4% | -$91K | 0.44% | 61 |
|
|
2022
Q1 | $2.52M | Buy |
+90,738
| New | +$2.52M | 0.4% | 62 |
|
|
2021
Q3 | – | Sell |
-346
| Closed | -$11K | – | 637 |
|
|
2021
Q2 | $11K | Buy |
346
+64
| +23% | +$2.04K | ﹤0.01% | 753 |
|
|
2021
Q1 | $9K | Buy |
+282
| New | +$9K | ﹤0.01% | 835 |
|