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Disclosery

Fulcrum Equity Management: SCHZ position timeline

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

Fulcrum Equity Management held 20,455 SCHZ 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 20,455 shares
    Change vs previous 13F +2,201 shares

    0.38% of the 13F portfolio, value $473,113.

    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 18,254 shares
    Change vs previous 13F +177 shares

    0.41% of the 13F portfolio, value $423,866.

    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 18,077 shares
    Change vs previous 13F -470 shares

    0.4% of the 13F portfolio, value $422,463.

    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 18,547 shares
    Change vs previous 13F +2,205 shares

    0.44% of the 13F portfolio, value $435,289.

    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 16,342 shares
    Change vs previous 13F -2,925 shares

    0.39% of the 13F portfolio, value $379,777.

    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 19,267 shares
    Change vs previous 13F -318 shares

    0.49% of the 13F portfolio, value $446,234.

    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 19,585 shares
    Change vs previous 13F +9,407 shares

    0.44% of the 13F portfolio, value $444,569.

    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 10,178 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $483,674.

    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).