Fulcrum Equity Management Schwab Strategic Tr Us Broad M Transaction History

Fulcrum Equity Management

  • $108 Million
  • Q2 2024

A detailed history of Fulcrum Equity Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fulcrum Equity Management holds 10,524 shares of SCHB stock, worth $697,004. This represents 0.61% of its overall portfolio holdings.

Number of Shares
10,524
Previous 7,114 47.93%
Holding current value
$697,004
Previous $434,000 52.3%
% of portfolio
0.61%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$57.57 - $63.3 $196,313 - $215,853
3,410 Added 47.93%
10,524 $661,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $388,495 - $434,309
7,114 New
7,114 $434,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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