Maxim Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $615K | Hold |
36,180
| – | – | 0.55% | 23 |
|
|
2020
Q1 | $466K | Sell |
36,180
-1,096
| -3% | -$14.1K | 0.48% | 25 |
|
|
2019
Q4 | $565K | Buy |
37,276
+528
| +1% | +$8K | 0.58% | 21 |
|
|
2019
Q3 | $641K | Sell |
36,748
-168
| -0.5% | -$2.93K | 0.58% | 20 |
|
|
2019
Q2 | $660K | Buy |
36,916
+128
| +0.3% | +$2.29K | 0.62% | 20 |
|
|
2019
Q1 | $643K | Sell |
36,788
-488
| -1% | -$8.53K | 0.6% | 21 |
|
|
2018
Q4 | $565K | Buy |
+37,276
| New | +$565K | 0.58% | 21 |
|