Fulcrum Equity Management Schwab Strategic Tr Us Broad M Transaction History

Fulcrum Equity Management

  • $88.9 Million
  • Q1 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 35,022 shares of SCHB stock, worth $795,699. This represents 0.85% of its overall portfolio holdings.

Number of Shares
35,022
Previous 32,304 8.41%
Holding current value
$795,699
Previous $733,000 2.86%
% of portfolio
0.85%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email