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

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