Formidable Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Formidable Asset Management, LLC

  • $594 Million
  • Q1 2024

A detailed history of Formidable Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Formidable Asset Management, LLC holds 3,753 shares of SCHX stock, worth $244,432. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,753
Previous 4,861 22.79%
Holding current value
$244,432
Previous $274,000 15.33%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $61,394 - $68,784
-1,108 Reduced 22.79%
3,753 $232,000
Q4 2023

Feb 07, 2024
SELL
$48.47 - $56.6 $44,980 - $52,524
-928 Reduced 16.03%
4,861 $274,000
Q3 2023

Nov 09, 2023
BUY
$50.36 - $54.21 $291,534 - $313,821
5,789 New
5,789 $292,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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