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
Others Institutions Holding SCHG
# of Institutions
1,596Shares Held
808MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.68 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.39 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.29 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.16 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$997 Million0.17% of portfolio