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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Atticus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of SCHW by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,340−100.0%Sold outHolders
Q2 20251,340$122.2K<0.1%+13+1.0%AddedHolders
Q1 20251,327$103.9K<0.1%00.0%UnchangedHolders
Q4 20241,327$98.2K<0.1%00.0%UnchangedHolders
Q3 20241,327$86.0K<0.1%−14−1.0%ReducedHolders
Q2 20241,341$98.8K<0.1%00.0%UnchangedHolders
Q1 20241,341$97.0K<0.1%00.0%UnchangedHolders
Q4 20231,341$92.3K<0.1%−2,441−64.5%ReducedHolders
Q3 20233,782$207.6K0.1%−2,252−37.3%ReducedHolders
Q2 20236,034$342.0K0.1%−6,365−51.3%ReducedHolders
Q1 202312,399$649.5K0.2%+4,961+66.7%AddedHolders
Q4 20227,438$619.3K0.3%−84−1.1%ReducedHolders
Q3 20227,522$475.0K0.2%00.0%UnchangedHolders
Q2 20227,522$475.0K0.2%−255−3.3%ReducedHolders
Q1 20227,777$656.0K0.2%−103−1.3%ReducedHolders
Q4 20217,880$663.0K0.3%+1,947+32.8%AddedHolders
Q3 20215,933$432.0K0.2%00.0%UnchangedHolders
Q2 20215,933$432.0K0.2%00.0%UnchangedHolders
Q1 20215,933$387.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.