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Schwab U S Broad Market ETF shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $996k 42k 23.83
2025-03-31 $754k 35k 21.53
2024-12-31 $733k 32k 22.70
2024-09-30 $745k 11k 66.52
2024-06-30 $662k 11k 62.87
2024-03-31 $434k 7.1k 61.05

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Technology (XLK)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
Wal-Mart Stores (WMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust S&p Ins Etf (KIE)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Fulcrum Equity Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF