Fulcrum Equity Management Schwab Us Aggregate Bond ETF Transaction History

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025

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 16,342 shares of SCHZ stock, worth $385,017. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,342
Previous 19,267 15.18%
Holding current value
$385,017
Previous $446,000 15.02%
% of portfolio
0.41%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 25, 2025
SELL
$22.68 - $23.28 $66,339 - $68,094
-2,925 Reduced 15.18%
16,342 $379,000
Q1 2025

May 01, 2025
SELL
$22.46 - $23.26 $7,142 - $7,396
-318 Reduced 1.62%
19,267 $446,000
Q4 2024

Mar 24, 2025
BUY
$22.63 - $47.53 $212,880 - $447,114
9,407 Added 92.42%
19,585 $444,000
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
718
Shares Held
172M
Call Options Held
0
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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