Fulcrum Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-44,154
Closed -$838K 83
2021
Q4
$838K Sell
44,154
-5,964
-12% -$113K 0.18% 50
2021
Q3
$869K Buy
+50,118
New +$869K 0.21% 49