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Formidable Asset Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Formidable Asset Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,098
Closed -$267K – 399
2024
Q2 		$267K Buy
+11,098
New +$266K 0.04% 320

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Stifel Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Formidable Asset Management's SCHO Position: Q3 2024 in Review

Formidable Asset Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 11,098 shares — an estimated $267K sold.

Formidable Asset Management first reported a position in SCHO in Q2 2024 and held it in 1 quarter. The position peaked at $267K in Q2 2024. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

  • Formidable Asset Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 11,098 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $267K.
  • Formidable Asset Management first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's Schwab Short-Term US Treasury ETF position peaked at $267K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

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