FAM
Formidable Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,309
| Closed | -$1.37M | – | 401 |
|
|
2024
Q2 | $1.37M | Buy |
21,309
+17,556
| +468% | +$1.13M | 0.22% | 91 |
|
|
2024
Q1 | $233K | Sell |
3,753
-1,108
| -23% | -$68.8K | 0.04% | 313 |
|
|
2023
Q4 | $274K | Sell |
4,861
-928
| -16% | -$52.3K | 0.06% | 225 |
|
|
2023
Q3 | $293K | Buy |
+5,789
| New | +$293K | 0.06% | 219 |
|