Accurate Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 20,451 shares of SCHX stock, worth $478,553. This represents 0.3% of its overall portfolio holdings.

Number of Shares

20,451

Previous 8,198 149.46%

Holding current value

$478,553

Previous $526,000 163.69%

% of portfolio

0.3%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $748,780 - $831,366	12,253 Added 149.46%	20,451 $1.39 Million
Q2 2024 Jul 17, 2024	BUY	$58.7 - $64.78 $25,593 - $28,244	436 Added 5.62%	8,198 $526,000
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $330,299 - $370,058	-5,961 Reduced 43.44%	7,762 $481,000
Q4 2023 Jan 12, 2024	SELL	$48.47 - $56.6 $90,445 - $105,615	-1,866 Reduced 11.97%	13,723 $773,000
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $280,253 - $301,678	-5,565 Reduced 26.31%	15,589 $788,000
Q2 2023 Jul 24, 2023	SELL	$47.67 - $52.37 $312,619 - $343,442	-6,558 Reduced 23.66%	21,154 $1.11 Million
Q1 2023 Apr 13, 2023	SELL	$44.78 - $49.41 $79,260 - $87,455	-1,770 Reduced 6.0%	27,712 $1.34 Million
Q4 2022 Jan 11, 2023	BUY	$42.25 - $48.16 $1.25 Million - $1.42 Million	29,482 New	29,482 $0

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

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