Fulcrum Capital LLC Schwab Strategic Tr Intl Eqty Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$33.67 - $39.47 $483,534 - $566,828	-14,361 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$38.35 - $40.79 $550,744 - $585,785	14,361 New	14,361 $556,000

Others Institutions Holding SCHF

# of Institutions

1,273

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.85 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.52 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.49 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.31 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$932 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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