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

Fulcrum Equity Management’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	$1.48M	Sell	46,574 -29,579	-39%	-$938K	1.08%	18
2026 Q1	$2.34M	Buy	+76,153	New	+$2.31M	2.26%	7
2021 Q4	–	Sell	-93,249	Closed	-$2.31M	–	200
2021 Q3	$2.31M	Sell	93,249 -207	-0.2%	-$5.26K	0.9%	40
2021 Q2	$2.36M	Buy	+93,456	New	+$2.36M	0.88%	37

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

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

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Fulcrum Equity Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 39% in Q2 2026, selling an estimated $938K and leaving 46,574 shares worth $1.48M. The position accounts for 1.08% of the portfolio, ranked #18.

Fulcrum Equity Management first reported a position in SCHD in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.36M in Q2 2021. 411 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Fulcrum Equity Management held 46,574 shares of Schwab US Dividend Equity ETF worth $1.48M as of Q2 2026.
Fulcrum Equity Management sold 29,579 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $938K.
Schwab US Dividend Equity ETF made up 1.08% of Fulcrum Equity Management's portfolio in Q2 2026, its #18 holding.
Fulcrum Equity Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 4 quarters since.
Fulcrum Equity Management's Schwab US Dividend Equity ETF position peaked at $2.36M in Q2 2021.
411 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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