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

Atticus Wealth Management, LLC

  • $271 Million
  • Q1 2024

A detailed history of Atticus Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 193 shares of SCHV stock, worth $14,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares
193
Previous 193 -0.0%
Holding current value
$14,274
Previous $13,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
SELL
$61.16 - $70.24 $27,460 - $31,537
-449 Reduced 69.94%
193 $13,000
Q2 2023

Jul 20, 2023
SELL
$63.33 - $67.21 $625,447 - $663,765
-9,876 Reduced 93.9%
642 $43,000
Q1 2023

Apr 17, 2023
BUY
$62.59 - $69.3 $3,755 - $4,158
60 Added 0.57%
10,518 $689,000
Q4 2022

Jan 31, 2023
BUY
$64.27 - $69.24 $630,874 - $679,659
9,816 Added 1528.97%
10,458 $690,000
Q4 2021

Jan 26, 2022
SELL
N/A
-69 Reduced 9.7%
642 $47,000
Q3 2021

Oct 18, 2021
SELL
N/A
-250 Reduced 26.01%
711 $48,000
Q2 2021

Jul 21, 2021
SELL
N/A
-225 Reduced 18.97%
961 $66,000
Q4 2020

Jan 20, 2021
BUY
N/A
1,186 New
1,186 $71,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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