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Disclosery

Fulcrum Equity Management: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fulcrum Equity Management on SCHB, newest first. How the timeline and the estimate are built.

Fulcrum Equity Management held 39,412 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,412 shares
    Change vs previous 13F +11,527 shares

    0.92% of the 13F portfolio, value $1,141,380.

    13F-HR 0001737888-26-000005 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,885 shares
    Change vs previous 13F -14,140 shares

    0.68% of the 13F portfolio, value $699,923.

    13F-HR 0001737888-26-000004 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,025 shares
    Change vs previous 13F -96 shares

    1.05% of the 13F portfolio, value $1,102,307.

    13F-HR 0001737888-26-000003 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,121 shares
    Change vs previous 13F +316 shares

    1.1% of the 13F portfolio, value $1,082,918.

    13F-HR 0001737888-26-000001 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,805 shares
    Change vs previous 13F +6,783 shares

    1.02% of the 13F portfolio, value $996,211.

    13F-HR 0001737888-25-000006 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,022 shares
    Change vs previous 13F +2,718 shares

    0.82% of the 13F portfolio, value $754,021.

    13F-HR 0001737888-25-000004 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,304 shares
    Change vs previous 13F +21,112 shares

    0.73% of the 13F portfolio, value $733,301.

    13F-HR 0001737888-25-000001 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 11,192 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $744,488.

    13F-HR/A 0001737888-24-000007 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).