Wealthspire Advisors (New York)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.4M	Buy	1,256,495 +248,465	+25%	+$8.48M	0.33%	49
2025 Q4	$33M	Sell	1,008,030 -887,206	-47%	-$29.6M	0.26%	59
2025 Q3	$63.2M	Sell	1,895,236 -13,334	-0.7%	-$420K	0.33%	43
2025 Q2	$57.5M	Buy	1,908,570 +17,274	+0.9%	+$489K	0.32%	46
2025 Q1	$52.1M	Buy	1,891,296 +952,161	+101%	+$26.1M	0.31%	48
2024 Q4	$25M	Buy	939,135 +40,096	+4%	+$1.13M	0.25%	58
2024 Q3	$26.2M	Buy	899,039 +37,506	+4%	+$1.02M	0.27%	57
2024 Q2	$22.9M	Sell	861,533 -4,907	-0.6%	-$128K	0.29%	44
2024 Q1	$21.9M	Buy	866,440 +605	+0.1%	+$14.9K	0.29%	44
2023 Q4	$21.5M	Buy	865,835 +23,050	+3%	+$554K	0.3%	44
2023 Q3	$20.2M	Buy	842,785 +50,119	+6%	+$1.24M	0.33%	42
2023 Q2	$19.5M	Sell	792,666 -2,088	-0.3%	-$51K	0.32%	46
2023 Q1	$19.5M	Buy	794,754 +17,265	+2%	+$428K	0.33%	46
2022 Q4	$18.4M	Buy	777,489 +136,021	+21%	+$3.17M	0.33%	46
2022 Q3	$14.4M	Buy	641,468 +28,208	+5%	+$697K	0.3%	51
2022 Q2	$15.6M	Buy	613,260 +213,767	+54%	+$5.59M	0.33%	49
2022 Q1	$11.1M	Buy	399,493 +43,311	+12%	+$1.25M	0.25%	45
2021 Q4	$10.6M	Buy	356,182 +19,321	+6%	+$590K	0.23%	45
2021 Q3	$10.3M	Buy	336,861 +4,693	+1%	+$147K	0.21%	55
2021 Q2	$10.9M	Buy	332,168 +15,276	+5%	+$496K	0.29%	44
2021 Q1	$10.1M	Buy	316,892 +38,335	+14%	+$1.25M	0.24%	53
2020 Q4	$8.54M	Buy	+278,557	New	+$8.08M	0.25%	55
2020 Q2	–	Sell	-409,480	Closed	-$8.47M	–	482
2020 Q1	$8.47M	Buy	+409,480	New	+$10.2M	0.36%	38