FAG
Fortitude Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
55,267
+1,122
| +2% | +$27.4K | 0.77% | 23 |
|
|
2025
Q1 | $1.12M | Buy |
54,145
+173
| +0.3% | +$3.59K | 0.81% | 21 |
|
|
2024
Q4 | $1.25M | Buy |
53,972
+36,351
| +206% | +$843K | 0.75% | 22 |
|
|
2024
Q3 | $1.2M | Sell |
17,621
-142
| -0.8% | -$9.64K | 0.75% | 22 |
|
|
2024
Q2 | $1.14M | Sell |
17,763
-848
| -5% | -$54.5K | 0.68% | 21 |
|
|
2024
Q1 | $1.15M | Buy |
18,611
+1,112
| +6% | +$69K | 0.65% | 21 |
|
|
2023
Q4 | $987K | Sell |
17,499
-281
| -2% | -$15.8K | 0.6% | 27 |
|
|
2023
Q3 | $900K | Sell |
17,780
-1,196
| -6% | -$60.5K | 0.61% | 29 |
|
|
2023
Q2 | $994K | Sell |
18,976
-2,289
| -11% | -$120K | 0.73% | 25 |
|
|
2023
Q1 | $1.03M | Sell |
21,265
-4,952
| -19% | -$240K | 0.8% | 23 |
|
|
2022
Q4 | $1.18M | Buy |
26,217
+2,328
| +10% | +$105K | 1.01% | 13 |
|
|
2022
Q3 | $1.01M | Sell |
23,889
-348
| -1% | -$14.7K | 0.96% | 16 |
|
|
2022
Q2 | $1.08M | Buy |
24,237
+49
| +0.2% | +$2.19K | 0.99% | 16 |
|
|
2022
Q1 | $1.3M | Buy |
24,188
+12,921
| +115% | +$696K | 0.69% | 13 |
|
|
2021
Q4 | $1.28M | Buy |
+11,267
| New | +$1.28M | 0.65% | 21 |
|