Private Capital Management (Colorado)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $2.42M | Hold |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $2.57M | Buy |
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|
2021
Q3 | $2.43M | Sell |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.69M | Sell |
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|
2020
Q4 | $2.51M | Buy |
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|
2020
Q3 | $1.92M | Sell |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $3.05M | Hold |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $3.13M | Sell |
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|
2019
Q1 | $3.12M | Sell |
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|
2018
Q4 | $2.83M | Buy |
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