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

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

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 5,543 shares of SCHX stock, worth $121,557. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,543
Previous 5,385 2.93%
Holding current value
$121,557
Previous $124,000 1.61%
% of portfolio
0.04%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $3,436 - $3,836
158 Added 2.93%
5,543 $122,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $82,700 - $252,089
3,692 Added 218.07%
5,385 $124,000
Q3 2024

Oct 15, 2024
BUY
$61.11 - $67.85 $977 - $1,085
16 Added 0.95%
1,693 $114,000
Q2 2024

Jul 17, 2024
SELL
$58.7 - $64.78 $12,914 - $14,251
-220 Reduced 11.6%
1,677 $107,000
Q1 2024

Apr 17, 2024
BUY
$55.41 - $62.08 $1,108 - $1,241
20 Added 1.07%
1,897 $117,000
Q4 2023

Jan 17, 2024
SELL
$48.47 - $56.6 $6,010 - $7,018
-124 Reduced 6.2%
1,877 $105,000
Q3 2023

Nov 15, 2023
BUY
$50.36 - $54.21 $11,230 - $12,088
223 Added 12.54%
2,001 $101,000
Q2 2023

Jul 20, 2023
BUY
$47.67 - $52.37 $858 - $942
18 Added 1.02%
1,778 $93,000
Q1 2023

Apr 17, 2023
BUY
$44.78 - $49.41 $15,628 - $17,244
349 Added 24.73%
1,760 $85,000
Q4 2022

Jan 31, 2023
BUY
$42.25 - $48.16 $47,108 - $53,698
1,115 Added 376.69%
1,411 $63,000
Q2 2022

Jul 13, 2022
BUY
$43.35 - $54.51 $11,964 - $15,044
276 Added 1380.0%
296 $13,000
Q1 2022

Apr 15, 2022
BUY
$49.51 - $57.27 $495 - $572
10 Added 100.0%
20 $1,000
Q3 2021

Oct 18, 2021
SELL
$51.52 - $54.94 $566 - $604
-11 Reduced 52.38%
10 $1,000
Q2 2021

Jul 21, 2021
BUY
$48.62 - $52.01 $243 - $260
5 Added 31.25%
21 $2,000
Q1 2021

Apr 15, 2021
SELL
$44.9 - $48.34 $10,327 - $11,118
-230 Reduced 93.5%
16 $2,000
Q4 2020

Jan 20, 2021
BUY
$39.35 - $45.48 $1,101 - $1,273
28 Added 12.84%
246 $22,000
Q3 2020

Oct 21, 2020
BUY
$37.26 - $43.03 $372 - $430
10 Added 4.81%
218 $18,000
Q2 2020

Jul 15, 2020
SELL
$29.25 - $38.76 $42,588 - $56,434
-1,456 Reduced 87.5%
208 $15,000
Q1 2020

Apr 23, 2020
SELL
$26.61 - $40.52 $18,068 - $27,513
-679 Reduced 28.98%
1,664 $102,000
Q4 2019

Feb 03, 2020
BUY
$34.42 - $38.54 $80,646 - $90,299
2,343 New
2,343 $180,000

Others Institutions Holding SCHX

# of Institutions
1,486
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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