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Disclosery

Fulcrum Equity Management: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fulcrum Equity Management on SCHG, newest first. How the timeline and the estimate are built.

Fulcrum Equity Management held 19,498 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,498 shares
    Change vs previous 13F +11,017 shares

    0.53% of the 13F portfolio, value $659,822.

    13F-HR 0001737888-26-000005 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,481 shares
    Change vs previous 13F -18,764 shares

    0.24% of the 13F portfolio, value $247,040.

    13F-HR 0001737888-26-000004 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,245 shares
    Change vs previous 13F -5,862 shares

    0.85% of the 13F portfolio, value $888,724.

    13F-HR 0001737888-26-000003 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,107 shares
    Change vs previous 13F +287 shares

    1.07% of the 13F portfolio, value $1,056,454.

    13F-HR 0001737888-26-000001 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,820 shares
    Change vs previous 13F +8,038 shares

    0.98% of the 13F portfolio, value $958,684.

    13F-HR 0001737888-25-000006 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,782 shares
    Change vs previous 13F +341 shares

    0.68% of the 13F portfolio, value $620,531.

    13F-HR 0001737888-25-000004 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,441 shares
    Change vs previous 13F +17,813 shares

    0.67% of the 13F portfolio, value $681,180.

    13F-HR 0001737888-25-000001 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 6,628 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $690,467.

    13F-HR/A 0001737888-24-000007 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).