Fulcrum Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Fulcrum Capital’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$726K	Hold	22,885	–	–	0.15%	55
2026 Q1	$702K	Hold	22,885	–	–	0.15%	53
2025 Q4	$628K	Hold	22,885	–	–	0.13%	57
2025 Q3	$625K	Hold	22,885	–	–	0.13%	54
2025 Q2	$606K	Hold	22,885	–	–	0.13%	56
2025 Q1	$640K	Sell	22,885 -110	-0.5%	-$3.07K	0.14%	53
2024 Q4	$628K	Hold	22,995	–	–	0.13%	55
2024 Q3	$648K	Sell	22,995 -780	-3%	-$21.2K	0.14%	55
2024 Q2	$616K	Hold	23,775	–	–	0.14%	55
2024 Q1	$639K	Hold	23,775	–	–	0.15%	54
2023 Q4	$603K	Hold	23,775	–	–	0.16%	53
2023 Q3	$561K	Sell	23,775 -7,347	-24%	-$180K	0.16%	56
2023 Q2	$753K	Buy	31,122 +69	+0.2%	+$1.65K	0.2%	53
2023 Q1	$757K	Buy	31,053 +7,278	+31%	+$182K	0.2%	56
2022 Q4	$599K	Buy	+23,775	New	+$587K	0.17%	62
2020 Q1	–	Sell	-11,130	Closed	-$215K	–	70
2019 Q4	$215K	Hold	11,130	–	–	0.07%	70
2019 Q3	$203K	Buy	+11,130	New	+$199K	0.07%	73
2019 Q2	–	Sell	-13,413	Closed	-$234K	–	66
2019 Q1	$234K	Sell	13,413 -6,687	-33%	-$112K	0.09%	57
2018 Q4	$315K	Sell	20,100 -6,540	-25%	-$109K	0.14%	48
2018 Q3	$471K	Hold	26,640	–	–	0.18%	47
2018 Q2	$438K	Sell	26,640 -3,075	-10%	-$50.6K	0.21%	41
2018 Q1	$486K	Buy	29,715 +300	+1%	+$5.12K	0.16%	50
2017 Q4	$502K	Buy	+29,415	New	+$483K	0.16%	50

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Fulcrum Capital's SCHD Position: Q2 2026 in Review

Fulcrum Capital held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 22,885 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #55.

Fulcrum Capital first reported a position in SCHD in Q4 2017 and has held it in 23 quarters since. The position peaked at $757K in Q1 2023. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fulcrum Capital held 22,885 shares of Schwab US Dividend Equity ETF worth $726K as of Q2 2026.
Fulcrum Capital left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.15% of Fulcrum Capital's portfolio in Q2 2026, its #55 holding.
Fulcrum Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 23 quarters since.
Fulcrum Capital's Schwab US Dividend Equity ETF position peaked at $757K in Q1 2023.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.