Atticus Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
6,608
+1,065
| +19% | +$26K | 0.04% | 188 |
|
|
2025
Q1 | $122K | Buy |
5,543
+158
| +3% | +$3.49K | 0.04% | 146 |
|
|
2024
Q4 | $125K | Buy |
5,385
+306
| +6% | +$7.09K | 0.04% | 146 |
|
|
2024
Q3 | $115K | Buy |
5,079
+48
| +1% | +$1.09K | 0.04% | 159 |
|
|
2024
Q2 | $108K | Sell |
5,031
-660
| -12% | -$14.1K | 0.04% | 157 |
|
|
2024
Q1 | $118K | Buy |
5,691
+60
| +1% | +$1.24K | 0.04% | 151 |
|
|
2023
Q4 | $106K | Sell |
5,631
-372
| -6% | -$7K | 0.04% | 159 |
|
|
2023
Q3 | $101K | Buy |
6,003
+669
| +13% | +$11.3K | 0.04% | 176 |
|
|
2023
Q2 | $93.1K | Buy |
5,334
+54
| +1% | +$942 | 0.03% | 182 |
|
|
2023
Q1 | $85.1K | Buy |
5,280
+1,047
| +25% | +$16.9K | 0.03% | 190 |
|
|
2022
Q4 | $63.7K | Buy |
4,233
+3,345
| +377% | +$50.3K | 0.03% | 225 |
|
|
2022
Q3 | $13K | Hold |
888
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $13K | Buy |
888
+828
| +1,380% | +$12.1K | 0.01% | 391 |
|
|
2022
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $1K | Sell |
60
-66
| -52% | -$1.1K | ﹤0.01% | 396 |
|
|
2021
Q2 | $2K | Buy |
126
+30
| +31% | +$476 | ﹤0.01% | 351 |
|
|
2021
Q1 | $2K | Sell |
96
-1,380
| -93% | -$28.8K | ﹤0.01% | 321 |
|
|
2020
Q4 | $22K | Buy |
1,476
+168
| +13% | +$2.5K | 0.01% | 255 |
|
|
2020
Q3 | $18K | Buy |
1,308
+60
| +5% | +$826 | 0.01% | 229 |
|
|
2020
Q2 | $15K | Sell |
1,248
-8,736
| -88% | -$105K | 0.01% | 227 |
|
|
2020
Q1 | $102K | Sell |
9,984
-4,074
| -29% | -$41.6K | 0.08% | 114 |
|
|
2019
Q4 | $180K | Buy |
+14,058
| New | +$180K | 0.11% | 89 |
|