Fulcrum Equity Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Fulcrum Equity Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	39,412 +11,527	+41%	+$323K	0.92%	27
2026 Q1	$700K	Sell	27,885 -14,140	-34%	-$371K	0.68%	40
2025 Q4	$1.1M	Sell	42,025 -96	-0.2%	-$2.5K	1.06%	23
2025 Q3	$1.08M	Buy	42,121 +316	+0.8%	+$7.82K	1.1%	18
2025 Q2	$996K	Buy	41,805 +6,783	+19%	+$149K	1.02%	19
2025 Q1	$754K	Buy	35,022 +2,718	+8%	+$61.8K	0.82%	34
2024 Q4	$733K	Sell	32,304 -1,272	-4%	-$29.1K	0.73%	44
2024 Q3	$744K	Buy	33,576 +2,004	+6%	+$42.8K	0.63%	46
2024 Q2	$662K	Buy	31,572 +10,230	+48%	+$207K	0.59%	55
2024 Q1	$434K	Buy	+21,342	New	+$413K	0.51%	64

Other funds holding SCHB

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return