Permanens Capital’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 | – | Sell |
-1,728
| Closed | -$22K | – | 126 |
|
|
2020
Q1 | $22K | Hold |
1,728
| – | – | 0.01% | 77 |
|
|
2019
Q4 | $33K | Sell |
1,728
-1,600
| -48% | -$30.6K | 0.01% | 87 |
|
|
2019
Q3 | $58K | Hold |
3,328
| – | – | 0.02% | 58 |
|
|
2019
Q2 | $59K | Hold |
3,328
| – | – | 0.02% | 52 |
|
|
2019
Q1 | $58K | Buy |
+3,328
| New | +$58K | 0.02% | 43 |
|