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

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 500 shares of SCHX stock, worth $13,270. This represents 0.04% of its overall portfolio holdings.

Number of Shares
500
Previous 2,031 75.38%
Holding current value
$13,270
Previous $49.6 Million 7.77%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$24.46 - $26.5 $37,448 - $40,571
-1,531 Reduced 75.38%
500 $53.5 Million
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $45,494 - $138,676
2,031 New
2,031 $47.1 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email