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

Formidable Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-63,927
Closed -$1.37M – 401
2024
Q2 		$1.37M Buy
63,927
+52,668
+468% +$1.09M 0.22% 91
2024
Q1 		$233K Sell
11,259
-3,324
-23% -$65.4K 0.04% 313
2023
Q4 		$274K Sell
14,583
-2,784
-16% -$48.9K 0.06% 225
2023
Q3 		$293K Buy
+17,367
New +$305K 0.06% 219

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Formidable Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 63,927 shares — an estimated $1.37M sold.

Formidable Asset Management first reported a position in SCHX in Q3 2023 and held it in 4 quarters. The position peaked at $1.37M in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Formidable Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 63,927 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $1.37M.
  • Formidable Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 4 quarters.
  • Formidable Asset Management's Schwab US Large- Cap ETF position peaked at $1.37M in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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