Fulcrum Capital LLC Schwab Strategic Tr Us Small C Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 25, 2022	SELL	$48.64 - $55.07 $178,314 - $201,886	-3,666 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$48.3 - $52.49 $177,067 - $192,428	3,666 New	3,666 $367,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$596 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$331 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$283 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$197 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$80.6 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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