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Schwab Strategic Tr us aggregate b shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $484k 10k 47.52
2024-06-30 $562k 12k 45.58

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Ameriprise Financial
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
Charles Schwab Trust
Financial Engines Advisors L.L.C
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Total Wealth Planning
HighTower Advisors
McAdam
Kohmann Bosshard Financial Services
YCMNET Advisors
Hengehold Capital Management

View all funds holding Schwab Strategic Tr us aggregate b