Atticus Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Atticus Wealth Management, LLC

$281 Million
Q1 2025

A detailed history of Atticus Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 294 shares of SCHM stock, worth $7,952. This represents 0.0% of its overall portfolio holdings.

Number of Shares

294

Previous 294 -0.0%

Holding current value

$7,952

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $5,397 - $16,275	196 Added 200.0%	294 $8,000
Q2 2024 Jul 17, 2024	SELL	$75.69 - $81.19 $75 - $81	-1 Reduced 1.01%	98 $7,000
Q4 2023 Jan 17, 2024	SELL	$63.01 - $75.95 $5,040 - $6,076	-80 Reduced 44.69%	99 $7,000
Q2 2023 Jul 20, 2023	SELL	$65.29 - $71.03 $6,855 - $7,458	-105 Reduced 36.97%	179 $12,000
Q1 2022 Apr 15, 2022	BUY	$70.66 - $80.89 $19,784 - $22,649	280 Added 7000.0%	284 $22,000
Q2 2021 Jul 21, 2021	BUY	$74.64 - $79.12 $149 - $158	2 Added 100.0%	4 $0
Q2 2020 Jul 15, 2020	SELL	$39.01 - $57.03 $30,934 - $45,224	-793 Reduced 99.75%	2 $0
Q1 2020 Apr 23, 2020	SELL	$35.83 - $62.24 $13,794 - $23,962	-385 Reduced 32.63%	795 $33,000
Q4 2019 Feb 03, 2020	BUY	$54.56 - $60.24 $64,380 - $71,083	1,180 New	1,180 $71,000

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
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Atticus Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History