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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
2025-06-30 $380k 16k 23.24
2025-03-31 $446k 19k 23.16
2024-12-31 $445k 20k 22.70
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)
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 Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b