Fulcrum Equity Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
32,820
+8,038
| +32% | +$235K | 0.98% | 23 |
|
|
2025
Q1 | $621K | Buy |
24,782
+341
| +1% | +$8.54K | 0.68% | 43 |
|
|
2024
Q4 | $681K | Sell |
24,441
-2,071
| -8% | -$57.7K | 0.67% | 50 |
|
|
2024
Q3 | $690K | Buy |
26,512
+724
| +3% | +$18.9K | 0.58% | 50 |
|
|
2024
Q2 | $650K | Buy |
+25,788
| New | +$650K | 0.58% | 56 |
|
|
2024
Q1 | – | Sell |
-16,936
| Closed | -$351K | – | 115 |
|
|
2023
Q4 | $351K | Sell |
16,936
-58,028
| -77% | -$1.2M | 0.43% | 60 |
|
|
2023
Q3 | $1.36M | Buy |
+74,964
| New | +$1.36M | 1.6% | 13 |
|
|
2021
Q4 | – | Sell |
-149,464
| Closed | -$2.77M | – | 201 |
|
|
2021
Q3 | $2.77M | Buy |
+149,464
| New | +$2.77M | 1.07% | 26 |
|
|
2020
Q1 | – | Sell |
-75,592
| Closed | -$878K | – | 86 |
|
|
2019
Q4 | $878K | Buy |
+75,592
| New | +$878K | 0.46% | 31 |
|