Schwab Strategic Tr us dividend eq shares owned by Fulcrum Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Fulcrum Capital
from 13F filings
Historical chart of Fulcrum Capital investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Fulcrum Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $639k | 7.9k | 80.63 |
| 2023-12-31 | $603k | 7.9k | 76.13 |
| 2023-09-30 | $561k | 7.9k | 70.76 |
| 2023-06-30 | $753k | 10k | 72.62 |
| 2023-03-31 | $757k | 10k | 73.16 |
| 2022-12-31 | $599k | 7.9k | 75.54 |
| 2019-12-31 | $215k | 3.7k | 57.95 |
| 2019-09-30 | $203k | 3.7k | 54.72 |
| 2019-03-31 | $234k | 4.5k | 52.34 |
| 2018-12-31 | $315k | 6.7k | 47.01 |
| 2018-09-30 | $471k | 8.9k | 53.04 |
| 2018-06-30 | $438k | 8.9k | 49.32 |
| 2018-03-31 | $486k | 9.9k | 49.07 |
| 2017-12-31 | $502k | 9.8k | 51.20 |
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