Fulcrum Equity Management Schwab Strategic Tr Us Small C Transaction History

Fulcrum Equity Management

  • $108 Million
  • Q2 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 17,556 shares of SCHA stock, worth $485,072. This represents 0.77% of its overall portfolio holdings.

Number of Shares
17,556
Previous 8,180 114.62%
Holding current value
$485,072
Previous $402,000 107.21%
% of portfolio
0.77%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
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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