Fulcrum Equity Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fulcrum Equity Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$660K	Buy	19,498 +11,017	+130%	+$365K	0.48%	49
2026 Q1	$247K	Sell	8,481 -18,764	-69%	-$583K	0.24%	106
2025 Q4	$889K	Sell	27,245 -5,862	-18%	-$191K	0.85%	30
2025 Q3	$1.06M	Buy	33,107 +287	+0.9%	+$8.75K	1.07%	19
2025 Q2	$959K	Buy	32,820 +8,038	+32%	+$213K	0.98%	23
2025 Q1	$621K	Buy	24,782 +341	+1%	+$9.34K	0.68%	43
2024 Q4	$681K	Sell	24,441 -2,071	-8%	-$56.6K	0.67%	50
2024 Q3	$690K	Buy	26,512 +724	+3%	+$18.2K	0.58%	50
2024 Q2	$650K	Buy	+25,788	New	+$608K	0.58%	56
2024 Q1	–	Sell	-16,936	Closed	-$351K	–	115
2023 Q4	$351K	Sell	16,936 -58,028	-77%	-$1.12M	0.43%	60
2023 Q3	$1.36M	Buy	+74,964	New	+$1.41M	1.6%	13
2021 Q4	–	Sell	-149,464	Closed	-$2.77M	–	201
2021 Q3	$2.77M	Buy	+149,464	New	+$2.85M	1.07%	26
2020 Q1	–	Sell	-75,592	Closed	-$878K	–	86
2019 Q4	$878K	Buy	+75,592	New	+$833K	0.46%	31

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Fulcrum Equity Management's SCHG Position: Q2 2026 in Review

Fulcrum Equity Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 130% in Q2 2026, buying an estimated $365K and bringing the position to 19,498 shares worth $660K. The position accounts for 0.48% of the portfolio, ranked #49.

Fulcrum Equity Management first reported a position in SCHG in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.77M in Q3 2021. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fulcrum Equity Management held 19,498 shares of Schwab US Large-Cap Growth ETF worth $660K as of Q2 2026.
Fulcrum Equity Management bought 11,017 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $365K.
Schwab US Large-Cap Growth ETF made up 0.48% of Fulcrum Equity Management's portfolio in Q2 2026, its #49 holding.
Fulcrum Equity Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 13 quarters since.
Fulcrum Equity Management's Schwab US Large-Cap Growth ETF position peaked at $2.77M in Q3 2021.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.