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
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio