Fulcrum Equity Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$380K	Sell	16,342 -2,925	-15%	-$68K	0.39%	59
2025 Q1	$446K	Sell	19,267 -318	-2%	-$7.37K	0.49%	51
2024 Q4	$445K	Sell	19,585 -771	-4%	-$17.5K	0.44%	64
2024 Q3	$484K	Sell	20,356 -4,294	-17%	-$102K	0.41%	81
2024 Q2	$562K	Buy	+24,650	New	+$562K	0.5%	66