DCM
DeGreen Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,654
| Closed | -$1.36M | – | 23 |
|
|
2021
Q1 | $1.36M | Sell |
22,654
-13,174
| -37% | -$789K | 0.8% | 21 |
|
|
2020
Q4 | $2.44M | Buy |
35,828
+12,725
| +55% | +$868K | 0.95% | 20 |
|
|
2020
Q3 | $1.58M | Sell |
23,103
-617
| -3% | -$42.1K | 0.7% | 21 |
|
|
2020
Q2 | $1.55M | Sell |
23,720
-2,019
| -8% | -$132K | 0.74% | 22 |
|
|
2020
Q1 | $1.33M | Buy |
25,739
+13,893
| +117% | +$716K | 0.73% | 21 |
|
|
2019
Q4 | $896K | Buy |
11,846
+33
| +0.3% | +$2.5K | 0.44% | 19 |
|
|
2019
Q3 | $823K | Sell |
11,813
-1,837
| -13% | -$128K | 0.43% | 19 |
|
|
2019
Q2 | $976K | Sell |
13,650
-4,196
| -24% | -$300K | 0.49% | 19 |
|
|
2019
Q1 | $1.25M | Sell |
17,846
-2,829
| -14% | -$198K | 0.64% | 18 |
|
|
2018
Q4 | $12.5M | Buy |
+20,675
| New | +$12.5M | 0.69% | 18 |
|