Accurate Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 51,145 shares of SCHE stock, worth $1.38 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
51,145
Previous 39,201 30.47%
Holding current value
$1.38 Million
Previous $1.04 Million 43.32%
% of portfolio
0.32%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$25.45 - $29.53 $303,974 - $352,706
11,944 Added 30.47%
51,145 $1.49 Million
Q2 2024

Jul 17, 2024
BUY
$24.67 - $27.2 $129,073 - $142,310
5,232 Added 15.4%
39,201 $1.04 Million
Q1 2024

Apr 22, 2024
SELL
$23.47 - $25.45 $30,863 - $33,466
-1,315 Reduced 3.73%
33,969 $857,000
Q4 2023

Jan 12, 2024
BUY
$23.04 - $24.89 $38,592 - $41,690
1,675 Added 4.98%
35,284 $874,000
Q3 2023

Oct 23, 2023
BUY
$23.83 - $26.11 $253,479 - $277,732
10,637 Added 46.3%
33,609 $804,000
Q2 2023

Jul 24, 2023
BUY
$23.66 - $25.54 $336,208 - $362,923
14,210 Added 162.18%
22,972 $565,000
Q1 2023

Apr 13, 2023
SELL
$23.32 - $26.39 $10,400 - $11,769
-446 Reduced 4.84%
8,762 $214,000
Q4 2022

Jan 11, 2023
SELL
$21.59 - $24.95 $172,072 - $198,851
-7,970 Reduced 46.4%
9,208 $0
Q3 2022

Nov 14, 2022
BUY
$22.4 - $25.83 $149,251 - $172,105
6,663 Added 63.37%
17,178 $445,000
Q2 2022

Aug 04, 2022
SELL
$24.51 - $28.87 $48,627 - $57,278
-1,984 Reduced 15.87%
10,515 $267,000
Q1 2022

May 10, 2022
BUY
$25.61 - $30.82 $320,099 - $385,219
12,499 New
12,499 $347,000

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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