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

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

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 8,002 shares of SCHA stock, worth $219,974. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,002
Previous 4,373 82.99%
Holding current value
$219,974
Previous $207,000 99.03%
% of portfolio
0.09%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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