Atticus Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $161K | Buy |
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|
2025
Q1 | $122K | Buy |
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|
2024
Q4 | $125K | Buy |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $93.1K | Buy |
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|
2023
Q1 | $85.1K | Buy |
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|
2022
Q4 | $63.7K | Buy |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $180K | Buy |
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