Fulcrum Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $625K | Hold |
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|
2025
Q2 | $606K | Hold |
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|
2025
Q1 | $640K | Sell |
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|
2024
Q4 | $628K | Hold |
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|
2024
Q3 | $648K | Sell |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $639K | Hold |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $753K | Buy |
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|
2023
Q1 | $757K | Buy |
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|
2022
Q4 | $599K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $315K | Sell |
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|
2018
Q3 | $471K | Hold |
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|
2018
Q2 | $438K | Sell |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $502K | Buy |
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