Accurate Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 17,000 shares of SCHB stock, worth $439,280. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,000Holding current value
$439,280% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio