Fulcrum Equity Management Schwab Us Aggregate Bond ETF Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 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 10,178 shares of SCHZ stock, worth $230,735. This represents 0.42% of its overall portfolio holdings.

Number of Shares
10,178
Previous 12,325 17.42%
Holding current value
$230,735
Previous $561,000 13.9%
% of portfolio
0.42%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 21, 2024
SELL
$45.2 - $47.87 $97,044 - $102,776
-2,147 Reduced 17.42%
10,178 $483,000
Q2 2024

Jul 19, 2024
BUY
$44.66 - $45.99 $550,434 - $566,826
12,325 New
12,325 $561,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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