Fulcrum Equity Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $621K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $690K | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $1.36M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.77M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $878K | Buy |
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