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

Accurate Wealth Management, LLC

$486 Million
Q4 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 19,313 shares of SCHX stock, worth $457,911. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,313

Previous 20,451 5.56%

Holding current value

$457,911

Previous $1.39 Million 67.77%

% of portfolio

0.09%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$22.4 - $68.28 $25,491 - $77,702	-1,138 Reduced 5.56%	19,313 $447,000
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

1,355

Shares Held

389M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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