Fulcrum Equity Management Schwab Strategic Tr Us Broad M Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fulcrum Equity Management holds 11,192 shares of SCHB stock, worth $260,325. This represents 0.65% of its overall portfolio holdings.

Number of Shares
11,192
Previous 10,524 6.35%
Holding current value
$260,325
Previous $661,000 12.56%
% of portfolio
0.65%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 21, 2024
BUY
$59.93 - $66.52 $40,033 - $44,435
668 Added 6.35%
11,192 $744,000
Q2 2024

Jul 19, 2024
BUY
$57.57 - $63.3 $196,313 - $215,853
3,410 Added 47.93%
10,524 $661,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $388,495 - $434,309
7,114 New
7,114 $434,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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