YIA
YHB Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,315
| Closed | -$205K | – | 280 |
|
|
2023
Q2 | $205K | Hold |
8,315
| – | – | 0.02% | 274 |
|
|
2023
Q1 | $204K | Sell |
8,315
-1,817
| -18% | -$44.6K | 0.02% | 281 |
|
|
2022
Q4 | $240K | Sell |
10,132
-61,015
| -86% | -$1.44M | 0.03% | 258 |
|
|
2022
Q3 | $1.59M | Sell |
71,147
-7,856
| -10% | -$176K | 0.18% | 117 |
|
|
2022
Q2 | $2.01M | Sell |
79,003
-2,732
| -3% | -$69.3K | 0.21% | 109 |
|
|
2022
Q1 | $2.27M | Buy |
81,735
+2,789
| +4% | +$77.5K | 0.2% | 108 |
|
|
2021
Q4 | $2.34M | Buy |
78,946
+3,635
| +5% | +$108K | 0.19% | 116 |
|
|
2021
Q3 | $2.3M | Buy |
75,311
+5,622
| +8% | +$171K | 0.2% | 112 |
|
|
2021
Q2 | $2.29M | Buy |
69,689
+4,489
| +7% | +$148K | 0.2% | 116 |
|
|
2021
Q1 | $2.1M | Buy |
65,200
+7,983
| +14% | +$257K | 0.18% | 118 |
|
|
2020
Q4 | $1.75M | Buy |
57,217
+4,323
| +8% | +$133K | 0.17% | 122 |
|
|
2020
Q3 | $1.42M | Buy |
+52,894
| New | +$1.42M | 0.15% | 127 |
|