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Schwab Strategic Tr us dividend eq shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 76k 30.68
2021-09-30 $2.3M 31k 74.25
2021-06-30 $2.4M 31k 75.63

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
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Oneok (OKE)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Com (XLC)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)

View all positions for Fulcrum Equity Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq