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 $129,151. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,543

Previous 5,385 2.93%

Holding current value

$129,151

Previous $124,000 1.61%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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