AWM
SCHV

Atticus Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atticus Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+6,102
New +$201K 0.05% 173
2025
Q3 		– Sell
-1,950
Closed -$54K – 547
2025
Q2 		$54K Buy
+1,950
New +$51.3K 0.01% 308
2024
Q2 		– Sell
-579
Closed -$14.7K – 558
2024
Q1 		$14.7K Hold
579
– – ﹤0.01% 358
2023
Q4 		$13.5K Sell
579
-1,347
-70% -$29.5K ﹤0.01% 374
2023
Q3 		$41.4K Hold
1,926
– – 0.02% 269
2023
Q2 		$43.1K Sell
1,926
-29,628
-94% -$647K 0.02% 273
2023
Q1 		$690K Buy
31,554
+180
+0.6% +$4K 0.26% 56
2022
Q4 		$690K Buy
31,374
+29,448
+1,529% +$638K 0.28% 63
2022
Q3 		$40K Hold
1,926
– – 0.02% 260
2022
Q2 		$40K Hold
1,926
– – 0.02% 282
2022
Q1 		$46K Hold
1,926
– – 0.02% 258
2021
Q4 		$47K Sell
1,926
-207
-10% -$4.9K 0.02% 232
2021
Q3 		$48K Sell
2,133
-750
-26% -$17.4K 0.02% 241
2021
Q2 		$66K Sell
2,883
-675
-19% -$15.3K 0.03% 207
2021
Q1 		$77K Hold
3,558
– – 0.04% 173
2020
Q4 		$71K Buy
+3,558
New +$66.5K 0.04% 180

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Atticus Wealth Management's SCHV Position: Q2 2026 in Review

Atticus Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 6,102 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Atticus Wealth Management previously reported a position in SCHV as recently as Q2 2025.

Atticus Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 16 quarters since. The position peaked at $690K in Q4 2022. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Atticus Wealth Management held 6,102 shares of Schwab US Large-Cap Value ETF worth $212K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Atticus Wealth Management position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.05% of Atticus Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Atticus Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 16 quarters since.
  • Atticus Wealth Management's Schwab US Large-Cap Value ETF position peaked at $690K in Q4 2022.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.