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	0.84%	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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Fulcrum Equity Management's SCHB Position: Q2 2026 in Review

Fulcrum Equity Management increased its Schwab US Broad Market ETF (SCHB) stake by 41% in Q2 2026, buying an estimated $323K and bringing the position to 39,412 shares worth $1.14M. The position accounts for 0.84% of the portfolio, ranked #27.

Fulcrum Equity Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Fulcrum Equity Management held 39,412 shares of Schwab US Broad Market ETF worth $1.14M as of Q2 2026.
Fulcrum Equity Management bought 11,527 Schwab US Broad Market ETF shares in Q2 2026, an estimated $323K.
Schwab US Broad Market ETF made up 0.84% of Fulcrum Equity Management's portfolio in Q2 2026, its #27 holding.
Fulcrum Equity Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.