Atticus Wealth Management
SCHV icon

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
Q3 		$238K Buy
7,133
+1,031
+17% +$35.5K 0.05% 173
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 +$51.2K 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

Avantax Planning Partners
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Atticus Wealth Management's SCHV Position: Q3 2026 in Review

Atticus Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q3 2026, buying an estimated $35.5K and bringing the position to 7,133 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #173.

Atticus Wealth Management first reported a position in SCHV in Q4 2020 and has held it in 17 quarters since. The position peaked at $690K in Q4 2022. 633 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Atticus Wealth Management held 7,133 shares of Schwab US Large-Cap Value ETF worth $238K as of Q3 2026.
  • Atticus Wealth Management bought 1,031 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $35.5K.
  • Schwab US Large-Cap Value ETF made up 0.05% of Atticus Wealth Management's portfolio in Q3 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 17 quarters since.
  • Atticus Wealth Management's Schwab US Large-Cap Value ETF position peaked at $690K in Q4 2022.
  • 633 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.