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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

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	$59.13 - $69.24 $580,420 - $679,659	9,816 Added 1528.97%	10,458 $690,000
Q4 2021 Jan 26, 2022	SELL	$67.9 - $73.3 $4,685 - $5,057	-69 Reduced 9.7%	642 $47,000
Q3 2021 Oct 18, 2021	SELL	$66.91 - $71.05 $16,727 - $17,762	-250 Reduced 26.01%	711 $48,000
Q2 2021 Jul 21, 2021	SELL	$65.81 - $69.75 $14,807 - $15,693	-225 Reduced 18.97%	961 $66,000
Q4 2020 Jan 20, 2021	BUY	$50.83 - $59.53 $60,284 - $70,602	1,186 New	1,186 $71,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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