Fulcrum Equity Management Schwab Strategic Tr Us Small C Transaction History

Fulcrum Equity Management

  • $95.5 Million
  • Q4 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 39,391 shares of SCHA stock, worth $863,450. This represents 1.07% of its overall portfolio holdings.

Number of Shares
39,391
Previous 19,115 106.07%
Holding current value
$863,450
Previous $984,000 3.46%
% of portfolio
1.07%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 24, 2025
BUY
$25.33 - $51.16 $513,591 - $1.04 Million
20,276 Added 106.07%
39,391 $1.02 Million
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
1,261
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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