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

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 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. 2,138 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.
2,138 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.