AWM
Atticus Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
+1,950
| New | +$54K | 0.01% | 308 |
|
|
2024
Q2 | – | Sell |
-193
| Closed | -$14.7K | – | 557 |
|
|
2024
Q1 | $14.7K | Hold |
193
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $13.5K | Sell |
193
-449
| -70% | -$31.5K | ﹤0.01% | 373 |
|
|
2023
Q3 | $41.4K | Hold |
642
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $43.1K | Sell |
642
-9,876
| -94% | -$663K | 0.02% | 273 |
|
|
2023
Q1 | $690K | Buy |
10,518
+60
| +0.6% | +$3.94K | 0.26% | 56 |
|
|
2022
Q4 | $690K | Buy |
10,458
+9,816
| +1,529% | +$648K | 0.28% | 63 |
|
|
2022
Q3 | $40K | Hold |
642
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $40K | Hold |
642
| – | – | 0.02% | 282 |
|
|
2022
Q1 | $46K | Hold |
642
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $47K | Sell |
642
-69
| -10% | -$5.05K | 0.02% | 232 |
|
|
2021
Q3 | $48K | Sell |
711
-250
| -26% | -$16.9K | 0.02% | 241 |
|
|
2021
Q2 | $66K | Sell |
961
-225
| -19% | -$15.5K | 0.03% | 207 |
|
|
2021
Q1 | $77K | Hold |
1,186
| – | – | 0.04% | 173 |
|
|
2020
Q4 | $71K | Buy |
+1,186
| New | +$71K | 0.04% | 180 |
|