Atticus Wealth Management
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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
Q3 		$593K Buy
19,772
+1,095
+6% +$32.8K 0.13% 95
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Atticus Wealth Management's SCHX Position: Q3 2026 in Review

Atticus Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q3 2026, buying an estimated $32.8K and bringing the position to 19,772 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #95.

Atticus Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 973 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Atticus Wealth Management held 19,772 shares of Schwab US Large- Cap ETF worth $593K as of Q3 2026.
  • Atticus Wealth Management bought 1,095 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $32.8K.
  • Schwab US Large- Cap ETF made up 0.13% of Atticus Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Atticus Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 973 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.