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

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025

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 19,255 shares of SCHG stock, worth $585,159. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,255
Previous 15,231 26.42%
Holding current value
$585,159
Previous $381,000 47.51%
% of portfolio
0.1%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$22.27 - $29.21 $89,614 - $117,541
4,024 Added 26.42%
19,255 $562,000
Q1 2025

Apr 14, 2025
BUY
$24.91 - $29.02 $4,259 - $4,962
171 Added 1.14%
15,231 $381,000
Q4 2024

Jan 14, 2025
SELL
$25.93 - $105.3 $23,544 - $95,612
-908 Reduced 5.69%
15,060 $419,000
Q3 2024

Oct 17, 2024
BUY
$92.63 - $105.69 $1.08 Million - $1.23 Million
11,674 Added 271.87%
15,968 $1.66 Million
Q2 2024

Jul 17, 2024
BUY
$87.04 - $101.61 $7,398 - $8,636
85 Added 2.02%
4,294 $433,000
Q1 2024

Apr 22, 2024
SELL
$80.6 - $93.32 $22,406 - $25,942
-278 Reduced 6.2%
4,209 $390,000
Q4 2023

Jan 12, 2024
SELL
$70.08 - $83.37 $13,595 - $16,173
-194 Reduced 4.14%
4,487 $372,000
Q3 2023

Oct 23, 2023
SELL
$71.99 - $78.02 $26,492 - $28,711
-368 Reduced 7.29%
4,681 $340,000
Q2 2023

Jul 24, 2023
SELL
$63.6 - $74.95 $54,314 - $64,007
-854 Reduced 14.47%
5,049 $378,000
Q1 2023

Apr 13, 2023
SELL
$54.19 - $65.17 $1,192 - $1,433
-22 Reduced 0.37%
5,903 $384,000
Q4 2022

Jan 11, 2023
BUY
$54.31 - $60.76 $321,786 - $360,003
5,925 New
5,925 $0

Others Institutions Holding SCHG

# of Institutions
1,596
Shares Held
808M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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