FC
Fulcrum Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
22,885
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $640K | Sell |
22,885
-110
| -0.5% | -$3.08K | 0.14% | 53 |
|
|
2024
Q4 | $628K | Buy |
22,995
+15,330
| +200% | +$419K | 0.13% | 55 |
|
|
2024
Q3 | $648K | Sell |
7,665
-260
| -3% | -$22K | 0.14% | 55 |
|
|
2024
Q2 | $616K | Hold |
7,925
| – | – | 0.14% | 55 |
|
|
2024
Q1 | $639K | Hold |
7,925
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $603K | Hold |
7,925
| – | – | 0.16% | 53 |
|
|
2023
Q3 | $561K | Sell |
7,925
-2,449
| -24% | -$173K | 0.16% | 56 |
|
|
2023
Q2 | $753K | Buy |
10,374
+23
| +0.2% | +$1.67K | 0.2% | 53 |
|
|
2023
Q1 | $757K | Buy |
10,351
+2,426
| +31% | +$177K | 0.2% | 56 |
|
|
2022
Q4 | $599K | Buy |
+7,925
| New | +$599K | 0.17% | 62 |
|
|
2020
Q1 | – | Sell |
-3,710
| Closed | -$215K | – | 70 |
|
|
2019
Q4 | $215K | Hold |
3,710
| – | – | 0.07% | 70 |
|
|
2019
Q3 | $203K | Buy |
+3,710
| New | +$203K | 0.07% | 73 |
|
|
2019
Q2 | – | Sell |
-4,471
| Closed | -$234K | – | 66 |
|
|
2019
Q1 | $234K | Sell |
4,471
-2,229
| -33% | -$117K | 0.09% | 57 |
|
|
2018
Q4 | $315K | Sell |
6,700
-2,180
| -25% | -$102K | 0.14% | 48 |
|
|
2018
Q3 | $471K | Hold |
8,880
| – | – | 0.18% | 47 |
|
|
2018
Q2 | $438K | Sell |
8,880
-1,025
| -10% | -$50.6K | 0.21% | 41 |
|
|
2018
Q1 | $486K | Buy |
9,905
+100
| +1% | +$4.91K | 0.16% | 50 |
|
|
2017
Q4 | $502K | Buy |
+9,805
| New | +$502K | 0.16% | 50 |
|