Windsor Advisory Group’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
Q1 | – | Sell |
-2,112
| Closed | -$56.2K | – | 68 |
|
|
2024
Q4 | $56.2K | Buy |
2,112
+1,753
| +488% | +$46.7K | 0.07% | 67 |
|
|
2024
Q3 | $10.5K | Hold |
359
| – | – | 0.01% | 80 |
|
|
2024
Q2 | $9.54K | Hold |
359
| – | – | 0.02% | 50 |
|
|
2024
Q1 | $9.07K | Sell |
359
-19
| -5% | -$480 | 0.03% | 46 |
|
|
2023
Q4 | $9.37K | Buy |
378
+19
| +5% | +$471 | 0.03% | 55 |
|
|
2023
Q3 | $8.59K | Hold |
359
| – | – | 0.02% | 58 |
|
|
2023
Q2 | $8.84K | Sell |
359
-234
| -39% | -$5.76K | 0.02% | 55 |
|
|
2023
Q1 | $14.5K | Buy |
+593
| New | +$14.5K | 0.03% | 60 |
|