Accurate Wealth Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 8,002 shares of SCHA stock, worth $209,732. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,002
Previous 4,373 82.99%
Holding current value
$209,732
Previous $207,000 99.03%
% of portfolio
0.09%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$46.9 - $51.96 $170,200 - $188,562
3,629 Added 82.99%
8,002 $412,000
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $197,834 - $214,451
4,373 New
4,373 $207,000
Q4 2023

Jan 12, 2024
BUY
$38.13 - $48.02 $169,144 - $213,016
4,436 New
4,436 $209,000
Q2 2023

Jul 24, 2023
SELL
$39.91 - $43.82 $37,196 - $40,840
-932 Reduced 14.24%
5,611 $245,000
Q1 2023

Apr 13, 2023
SELL
$39.82 - $46.36 $19,193 - $22,345
-482 Reduced 6.86%
6,543 $274,000
Q4 2022

Jan 11, 2023
BUY
$38.25 - $43.54 $268,706 - $305,868
7,025 New
7,025 $0

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email