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

Fulcrum Equity Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$473K	Buy	20,455 +2,201	+12%	+$50.9K	0.35%	70
2026 Q1	$424K	Buy	18,254 +177	+1%	+$4.14K	0.41%	59
2025 Q4	$422K	Sell	18,077 -470	-3%	-$11K	0.4%	58
2025 Q3	$435K	Buy	18,547 +2,205	+13%	+$51.2K	0.44%	55
2025 Q2	$380K	Sell	16,342 -2,925	-15%	-$67.1K	0.39%	59
2025 Q1	$446K	Sell	19,267 -318	-2%	-$7.28K	0.49%	51
2024 Q4	$445K	Sell	19,585 -771	-4%	-$17.8K	0.44%	64
2024 Q3	$484K	Sell	20,356 -4,294	-17%	-$101K	0.41%	81
2024 Q2	$562K	Buy	+24,650	New	+$559K	0.5%	66

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Fulcrum Equity Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 12% in Q2 2026, buying an estimated $50.9K and bringing the position to 20,455 shares worth $473K. The position accounts for 0.35% of the portfolio, ranked #70.

Fulcrum Equity Management first reported a position in SCHZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $562K in Q2 2024. 668 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Fulcrum Equity Management held 20,455 shares of Schwab US Aggregate Bond ETF worth $473K as of Q2 2026.
Fulcrum Equity Management bought 2,201 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $50.9K.
Schwab US Aggregate Bond ETF made up 0.35% of Fulcrum Equity Management's portfolio in Q2 2026, its #70 holding.
Fulcrum Equity Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fulcrum Equity Management's Schwab US Aggregate Bond ETF position peaked at $562K in Q2 2024.
668 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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