Fulcrum Equity Management Schwab Strategic Tr Us Broad M Transaction History

Fulcrum Equity Management

$102 Million
Q4 2025

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 42,025 shares of SCHB stock, worth $1.09 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

42,025

Previous 42,121 0.23%

Holding current value

$1.09 Million

Previous $1.08 Million 0.28%

% of portfolio

1.06%

Previous 1.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$25.2 - $26.46 $2,419 - $2,540	-96 Reduced 0.23%	42,025 $1.09 Million
Q3 2025 Jan 06, 2026	BUY	$23.82 - $25.84 $7,527 - $8,165	316 Added 0.76%	42,121 $1.08 Million
Q2 2025 Aug 25, 2025	BUY	$19.1 - $23.83 $129,555 - $161,638	6,783 Added 19.37%	41,805 $996,000
Q1 2025 May 01, 2025	BUY	$21.23 - $23.75 $57,703 - $64,552	2,718 Added 8.41%	35,022 $754,000
Q4 2024 Mar 24, 2025	BUY	$22.01 - $66.82 $464,675 - $1.41 Million	21,112 Added 188.63%	32,304 $733,000

Q3 2024 Nov 21, 2024	BUY	$59.93 - $66.52 $40,033 - $44,435	668 Added 6.35%	11,192 $744,000
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

1,378

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Fulcrum Equity Management Schwab Strategic Tr Us Broad M Transaction History