Fulcrum Equity Management Schwab Us Aggregate Bond ETF Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
A detailed history of Fulcrum Equity Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 12,325 shares of SCHZ stock, worth $283,105. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,325Holding current value
$283,105% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$72 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.6 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.4 Million17.53% of portfolio