Fulcrum Capital LLC Schwab Strategic Tr Us Dividen Transaction History

Fulcrum Capital LLC

  • $470 Million
  • Q4 2024

A detailed history of Fulcrum Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fulcrum Capital LLC holds 22,995 shares of SCHD stock, worth $639,031. This represents 0.13% of its overall portfolio holdings.

Number of Shares
22,995
Previous 7,665 200.0%
Holding current value
$639,031
Previous $647,000 2.94%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $412,836 - $1.3 Million
15,330 Added 200.0%
22,995 $628,000
Q3 2024

Oct 22, 2024
SELL
$77.02 - $85.06 $20,025 - $22,115
-260 Reduced 3.28%
7,665 $647,000
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $172,972 - $185,291
-2,449 Reduced 23.61%
7,925 $560,000
Q2 2023

Jul 27, 2023
BUY
$69.18 - $73.94 $1,591 - $1,700
23 Added 0.22%
10,374 $753,000
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $170,499 - $189,300
2,426 Added 30.61%
10,351 $757,000
Q4 2022

Jan 24, 2023
BUY
$67.16 - $79.06 $532,243 - $626,550
7,925 New
7,925 $0
Q1 2020

May 01, 2020
SELL
$39.5 - $59.28 $146,545 - $219,928
-3,710 Closed
0 $0
Q3 2019

Nov 04, 2019
BUY
$54.39 - $55.76 $201,786 - $206,869
3,710 New
3,710 $203,000
Q2 2019

Jul 29, 2019
SELL
N/A
-4,471 Closed
0 $0
Q1 2019

May 08, 2019
SELL
N/A
-2,229 Reduced 33.27%
4,471 $234,000
Q4 2018

Feb 12, 2019
SELL
N/A
-2,180 Reduced 24.55%
6,700 $315,000
Q2 2018

Aug 03, 2018
SELL
N/A
-1,025 Reduced 10.35%
8,880 $438,000
Q1 2018

May 09, 2018
BUY
N/A
100 Added 1.02%
9,905 $486,000
Q4 2017

Jan 30, 2018
BUY
N/A
9,805
9,805 $502,000

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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