Fulcrum Equity Management Schwab Strategic Tr Us Large C Transaction History

Fulcrum Equity Management

  • $108 Million
  • Q2 2024

A detailed history of Fulcrum Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fulcrum Equity Management holds 6,447 shares of SCHG stock, worth $176,454. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,447
Holding current value
$176,454
% of portfolio
0.6%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$87.04 - $101.61 $561,146 - $655,079
6,447 New
6,447 $650,000
Q4 2023

Jan 18, 2024
SELL
$70.08 - $83.37 $1.02 Million - $1.21 Million
-14,507 Reduced 77.41%
4,234 $351,000
Q3 2023

Nov 13, 2023
BUY
$71.99 - $78.02 $1.35 Million - $1.46 Million
18,741 New
18,741 $1.36 Million
Q4 2021

Jan 25, 2022
SELL
$73.11 - $83.4 $1.37 Million - $1.56 Million
-18,683 Closed
0 $0
Q3 2021

Jan 25, 2022
BUY
$73.24 - $78.94 $1.37 Million - $1.47 Million
18,683 New
18,683 $2.77 Million
Q1 2020

Apr 01, 2020
SELL
$34.6 - $51.17 $326,935 - $483,505
-9,449 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$40.97 - $46.72 $387,125 - $441,457
9,449 New
9,449 $878,000

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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