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Schwab U S Large Cap Growth ETF shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $959k 33k 29.21
2025-03-31 $621k 25k 25.04
2024-12-31 $681k 24k 27.87
2024-09-30 $691k 6.6k 104.17
2024-06-30 $650k 6.4k 100.83
2023-12-31 $351k 4.2k 82.96
2023-09-30 $1.4M 19k 72.72
2021-09-30 $2.8M 19k 148.10
2019-12-31 $878k 9.4k 92.92