FAM
SCHV

Formidable Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Formidable Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,376
Closed -$651K – 400
2024
Q2 		$651K Buy
+26,376
New +$652K 0.11% 193

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MG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Formidable Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 26,376 shares — an estimated $651K sold.

Formidable Asset Management first reported a position in SCHV in Q2 2024 and held it in 1 quarter. The position peaked at $651K in Q2 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Formidable Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 26,376 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $651K.
  • Formidable Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's Schwab US Large-Cap Value ETF position peaked at $651K in Q2 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

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