Schwab Strategic Tr cmn shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $212k | 6.1k | 34.81 |
| 2025-06-30 | $54k | 2.0k | 27.67 |
| 2024-03-31 | $15k | 193 | 75.98 |
| 2023-12-31 | $14k | 193 | 70.10 |
| 2023-09-30 | $43k | 642 | 67.09 |
| 2023-06-30 | $43k | 642 | 67.09 |
| 2023-03-31 | $690k | 11k | 65.58 |
| 2022-12-31 | $691k | 11k | 66.02 |
| 2022-09-30 | $40k | 642 | 62.31 |
| 2022-06-30 | $40k | 642 | 62.31 |
| 2022-03-31 | $46k | 642 | 71.65 |
| 2021-12-31 | $47k | 642 | 73.21 |
| 2021-09-30 | $48k | 711 | 67.51 |
| 2021-06-30 | $66k | 961 | 68.68 |
| 2021-03-31 | $77k | 1.2k | 64.92 |
| 2020-12-31 | $71k | 1.2k | 59.87 |