Atticus Wealth Management’s Charles Schwab SCHW Stock Holding History
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
