AWM
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Atticus Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atticus Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-294
Closed -$8.26K – 545
2025
Q2 		$8.26K Hold
294
– – ﹤0.01% 493
2025
Q1 		$7.71K Hold
294
– – ﹤0.01% 400
2024
Q4 		$8.15K Hold
294
– – ﹤0.01% 405
2024
Q3 		$8.16K Hold
294
– – ﹤0.01% 406
2024
Q2 		$7.64K Sell
294
-3
-1% -$78 ﹤0.01% 404
2024
Q1 		$8.08K Hold
297
– – ﹤0.01% 417
2023
Q4 		$7.47K Sell
297
-240
-45% -$5.5K ﹤0.01% 428
2023
Q3 		$12.1K Hold
537
– – ﹤0.01% 386
2023
Q2 		$12.7K Sell
537
-315
-37% -$7.1K ﹤0.01% 381
2023
Q1 		$19.3K Hold
852
– – 0.01% 326
2022
Q4 		$18.6K Hold
852
– – 0.01% 337
2022
Q3 		$18K Hold
852
– – 0.01% 328
2022
Q2 		$18K Hold
852
– – 0.01% 357
2022
Q1 		$22K Buy
852
+840
+7,000% +$21.1K 0.01% 325
2021
Q4 		$0 Hold
12
– – ﹤0.01% 485
2021
Q3 		$0 Hold
12
– – ﹤0.01% 447
2021
Q2 		$0 Buy
12
+6
+100% +$155 ﹤0.01% 393
2021
Q1 		$0 Hold
6
– – ﹤0.01% 364
2020
Q4 		$0 Hold
6
– – ﹤0.01% 343
2020
Q3 		$0 Hold
6
– – ﹤0.01% 323
2020
Q2 		$0 Sell
6
-2,379
-100% -$38.8K ﹤0.01% 320
2020
Q1 		$33K Sell
2,385
-1,155
-33% -$21.1K 0.03% 185
2019
Q4 		$71K Buy
+3,540
New +$68.5K 0.05% 158

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