Atticus Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Atticus Wealth Management, LLC

  • $267 Million
  • Q2 2024

A detailed history of Atticus Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 2 shares of SCHA stock, worth $102. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 85 97.65%
Holding current value
$102
Previous $4,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$45.24 - $49.04 $3,754 - $4,070
-83 Reduced 97.65%
2 $0
Q1 2024

Apr 17, 2024
BUY
$44.84 - $49.24 $3,721 - $4,086
83 Added 4150.0%
85 $4,000
Q4 2023

Jan 17, 2024
SELL
$38.13 - $48.02 $193,395 - $243,557
-5,072 Reduced 99.96%
2 $0
Q3 2023

Nov 15, 2023
BUY
$40.85 - $46.1 $776 - $875
19 Added 0.38%
5,074 $210,000
Q2 2023

Jul 20, 2023
SELL
$39.91 - $43.82 $152,456 - $167,392
-3,820 Reduced 43.04%
5,055 $221,000
Q1 2023

Apr 17, 2023
BUY
$39.82 - $46.36 $1,194 - $1,390
30 Added 0.34%
8,875 $372,000
Q4 2022

Jan 31, 2023
BUY
$38.25 - $43.54 $281,711 - $320,672
7,365 Added 497.64%
8,845 $358,000
Q2 2022

Jul 13, 2022
SELL
$37.88 - $48.01 $163,944 - $207,787
-4,328 Reduced 74.52%
1,480 $58,000
Q1 2022

Apr 15, 2022
BUY
$44.42 - $51.73 $257,946 - $300,396
5,807 Added 580700.0%
5,808 $275,000
Q2 2021

Jul 21, 2021
BUY
$48.39 - $52.91 $48 - $52
1 New
1 $0
Q2 2020

Jul 15, 2020
SELL
$23.59 - $35.22 $12,431 - $18,560
-527 Closed
0 $0
Q1 2020

Apr 23, 2020
SELL
$22.29 - $38.7 $3,722 - $6,462
-167 Reduced 24.06%
527 $27,000
Q4 2019

Feb 03, 2020
BUY
$33.63 - $38.03 $23,339 - $26,392
694 New
694 $52,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email