Fulcrum Equity Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
41,805
+6,783
| +19% | +$162K | 1.02% | 19 |
|
|
2025
Q1 | $754K | Buy |
35,022
+2,718
| +8% | +$58.5K | 0.82% | 34 |
|
|
2024
Q4 | $733K | Sell |
32,304
-1,272
| -4% | -$28.9K | 0.73% | 44 |
|
|
2024
Q3 | $744K | Buy |
33,576
+2,004
| +6% | +$44.4K | 0.63% | 46 |
|
|
2024
Q2 | $662K | Buy |
31,572
+10,230
| +48% | +$214K | 0.59% | 55 |
|
|
2024
Q1 | $434K | Buy |
+21,342
| New | +$434K | 0.51% | 64 |
|