AWM
SCHD icon

Atticus Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atticus Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-430
Closed -$36.4K – 538
2024
Q3 		$36.4K Buy
+430
New +$36.4K 0.01% 272
2020
Q1 		– Sell
-802
Closed -$46K – 407
2019
Q4 		$46K Buy
+802
New +$46K 0.03% 186