Fulcrum Equity Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-38,705
| Closed | -$907K | – | 123 |
|
|
2025
Q1 | $907K | Sell |
38,705
-686
| -2% | -$16.1K | 0.99% | 29 |
|
|
2024
Q4 | $1.02M | Buy |
39,391
+1,161
| +3% | +$30K | 1.01% | 33 |
|
|
2024
Q3 | $984K | Buy |
38,230
+3,118
| +9% | +$80.3K | 0.83% | 39 |
|
|
2024
Q2 | $833K | Buy |
35,112
+18,752
| +115% | +$445K | 0.75% | 45 |
|
|
2024
Q1 | $403K | Buy |
+16,360
| New | +$403K | 0.48% | 68 |
|