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Atticus Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atticus Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Buy
18,677
+2,651
+17% +$75.7K 0.13% 100
2026
Q1 		$411K Buy
16,026
+5,409
+51% +$145K 0.11% 118
2025
Q4 		$286K Buy
+10,617
New +$284K 0.07% 162
2025
Q3 		– Sell
-6,608
Closed -$161K – 548
2025
Q2 		$161K Buy
6,608
+1,065
+19% +$24.1K 0.04% 188
2025
Q1 		$122K Buy
5,543
+158
+3% +$3.68K 0.04% 146
2024
Q4 		$125K Buy
5,385
+306
+6% +$7.13K 0.04% 146
2024
Q3 		$115K Buy
5,079
+48
+1% +$1.05K 0.04% 159
2024
Q2 		$108K Sell
5,031
-660
-12% -$13.6K 0.04% 158
2024
Q1 		$118K Buy
5,691
+60
+1% +$1.18K 0.04% 151
2023
Q4 		$106K Sell
5,631
-372
-6% -$6.53K 0.04% 159
2023
Q3 		$101K Buy
6,003
+669
+13% +$11.7K 0.04% 176
2023
Q2 		$93.1K Buy
5,334
+54
+1% +$892 0.03% 182
2023
Q1 		$85.1K Buy
5,280
+1,047
+25% +$16.5K 0.03% 190
2022
Q4 		$63.7K Buy
4,233
+3,345
+377% +$50.6K 0.03% 225
2022
Q3 		$13K Hold
888
– – 0.01% 361
2022
Q2 		$13K Buy
888
+828
+1,380% +$13.4K 0.01% 391
2022
Q1 		$1K Hold
60
– – ﹤0.01% 578
2021
Q4 		$1K Hold
60
– – ﹤0.01% 432
2021
Q3 		$1K Sell
60
-66
-52% -$1.18K ﹤0.01% 397
2021
Q2 		$2K Buy
126
+30
+31% +$506 ﹤0.01% 352
2021
Q1 		$2K Sell
96
-1,380
-93% -$21.6K ﹤0.01% 322
2020
Q4 		$22K Buy
1,476
+168
+13% +$2.4K 0.01% 255
2020
Q3 		$18K Buy
1,308
+60
+5% +$797 0.01% 229
2020
Q2 		$15K Sell
1,248
-8,736
-88% -$102K 0.01% 227
2020
Q1 		$102K Sell
9,984
-4,074
-29% -$49.5K 0.08% 114
2019
Q4 		$180K Buy
+14,058
New +$172K 0.11% 89

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Atticus Wealth Management's SCHX Position: Q2 2026 in Review

Atticus Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q2 2026, buying an estimated $75.7K and bringing the position to 18,677 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #100.

Atticus Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Atticus Wealth Management held 18,677 shares of Schwab US Large- Cap ETF worth $550K as of Q2 2026.
  • Atticus Wealth Management bought 2,651 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $75.7K.
  • Schwab US Large- Cap ETF made up 0.13% of Atticus Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Atticus Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.