Atticus Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $14.7K | Hold |
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|
2023
Q4 | $13.5K | Sell |
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|
2023
Q3 | $41.4K | Hold |
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|
2023
Q2 | $43.1K | Sell |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $71K | Buy |
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