Accurate Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Accurate Wealth Management, LLC

$663 Million
Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,140 shares of SCHA stock, worth $305,570. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,140

Previous 11,357 1.91%

Holding current value

$305,570

Previous $287,000 8.01%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$25.29 - $28.33 $5,487 - $6,147	-217 Reduced 1.91%	11,140 $310,000
Q2 2025 Jul 15, 2025	BUY	$20.42 - $25.3 $231,909 - $287,332	11,357 New	11,357 $287,000
Q3 2024 Oct 17, 2024	BUY	$46.9 - $51.96 $170,200 - $188,562	3,629 Added 82.99%	8,002 $412,000
Q2 2024 Jul 17, 2024	BUY	$45.24 - $49.04 $197,834 - $214,451	4,373 New	4,373 $207,000
Q4 2023 Jan 12, 2024	BUY	$38.13 - $48.02 $169,144 - $213,016	4,436 New	4,436 $209,000

Q2 2023 Jul 24, 2023	SELL	$39.91 - $43.82 $37,196 - $40,840	-932 Reduced 14.24%	5,611 $245,000
Q1 2023 Apr 13, 2023	SELL	$39.82 - $46.36 $19,193 - $22,345	-482 Reduced 6.86%	6,543 $274,000
Q4 2022 Jan 11, 2023	BUY	$38.25 - $43.54 $268,706 - $305,868	7,025 New	7,025 $0

Others Institutions Holding SCHA

# of Institutions

1,325

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Accurate Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History