AWM
SCHW

Atticus Wealth Management’s Charles Schwab SCHW Stock Holding History

Atticus Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,340
Closed -$122K – 546
2025
Q2 		$122K Buy
1,340
+13
+1% +$1.09K 0.03% 225
2025
Q1 		$104K Hold
1,327
– – 0.03% 158
2024
Q4 		$98.2K Hold
1,327
– – 0.03% 169
2024
Q3 		$86K Sell
1,327
-14
-1% -$920 0.03% 186
2024
Q2 		$98.8K Hold
1,341
– – 0.03% 168
2024
Q1 		$97K Hold
1,341
– – 0.03% 172
2023
Q4 		$92.3K Sell
1,341
-2,441
-65% -$141K 0.03% 178
2023
Q3 		$208K Sell
3,782
-2,252
-37% -$136K 0.08% 124
2023
Q2 		$342K Sell
6,034
-6,365
-51% -$333K 0.13% 94
2023
Q1 		$649K Buy
12,399
+4,961
+67% +$363K 0.25% 63
2022
Q4 		$619K Sell
7,438
-84
-1% -$6.52K 0.25% 71
2022
Q3 		$475K Hold
7,522
– – 0.23% 66
2022
Q2 		$475K Sell
7,522
-255
-3% -$17.6K 0.2% 80
2022
Q1 		$656K Sell
7,777
-103
-1% -$9.06K 0.24% 63
2021
Q4 		$663K Buy
7,880
+1,947
+33% +$157K 0.26% 55
2021
Q3 		$432K Hold
5,933
– – 0.19% 65
2021
Q2 		$432K Hold
5,933
– – 0.19% 71
2021
Q1 		$387K Hold
5,933
– – 0.18% 75
2020
Q4 		$315K Hold
5,933
– – 0.16% 79
2020
Q3 		$215K Sell
5,933
-309
-5% -$10.8K 0.13% 83
2020
Q2 		$211K Hold
6,242
– – 0.14% 87
2020
Q1 		$210K Hold
6,242
– – 0.17% 76
2019
Q4 		$297K Buy
+6,242
New +$275K 0.19% 68

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's SCHW Position: Q3 2025 in Review

Atticus Wealth Management sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 1,340 shares — an estimated $122K sold.

Atticus Wealth Management first reported a position in SCHW in Q4 2019 and held it in 23 quarters. The position peaked at $663K in Q4 2021. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Atticus Wealth Management reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,340 Charles Schwab shares in Q3 2025, an estimated $122K.
  • Atticus Wealth Management first reported a position in Charles Schwab in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Charles Schwab position peaked at $663K in Q4 2021.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.