Fulcrum Equity Management Schwab Strategic Tr Us Small C Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fulcrum Equity Management holds 19,115 shares of SCHA stock, worth $501,004. This represents 0.86% of its overall portfolio holdings.

Number of Shares
19,115
Previous 17,556 8.88%
Holding current value
$501,004
Previous $833,000 18.13%
% of portfolio
0.86%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 21, 2024
BUY
$46.9 - $51.96 $73,117 - $81,005
1,559 Added 8.88%
19,115 $984,000
Q2 2024

Jul 19, 2024
BUY
$45.24 - $49.04 $424,170 - $459,799
9,376 Added 114.62%
17,556 $833,000
Q1 2024

Apr 24, 2024
BUY
$44.84 - $49.24 $366,791 - $402,783
8,180 New
8,180 $402,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email