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Formidable Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Formidable Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,236
Closed -$737K – 398
2024
Q2 		$737K Buy
+29,236
New +$690K 0.12% 161

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RJFSA
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Formidable Asset Management's SCHG Position: Q3 2024 in Review

Formidable Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 29,236 shares — an estimated $737K sold.

Formidable Asset Management first reported a position in SCHG in Q2 2024 and held it in 1 quarter. The position peaked at $737K in Q2 2024. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Formidable Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 29,236 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $737K.
  • Formidable Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's Schwab US Large-Cap Growth ETF position peaked at $737K in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.