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

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,410 shares of SCHV stock, worth $353,770. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,410
Previous 4,413 0.07%
Holding current value
$353,770
Previous $335,000 2.69%
% of portfolio
0.08%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$71.74 - $75.86 $215 - $227
-3 Reduced 0.07%
4,410 $326,000
Q1 2024

Apr 22, 2024
SELL
$68.82 - $75.98 $8,189 - $9,041
-119 Reduced 2.63%
4,413 $335,000
Q4 2023

Jan 12, 2024
SELL
$61.16 - $70.24 $2,874 - $3,301
-47 Reduced 1.03%
4,532 $317,000
Q3 2023

Oct 23, 2023
BUY
$64.45 - $69.39 $21,332 - $22,968
331 Added 7.79%
4,579 $295,000
Q2 2023

Jul 24, 2023
BUY
$63.33 - $67.21 $2,026 - $2,150
32 Added 0.76%
4,248 $284,000
Q1 2023

Apr 13, 2023
SELL
$62.59 - $69.3 $7,448 - $8,246
-119 Reduced 2.75%
4,216 $276,000
Q4 2022

Jan 11, 2023
BUY
$59.13 - $69.24 $256,328 - $300,155
4,335 New
4,335 $0

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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