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 12,643 shares of SCHV stock, worth $342,246. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,643

Previous 12,927 2.2%

Holding current value

$342,246

Previous $1.04 Million 68.3%

% of portfolio

0.07%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$25.79 - $80.4 $7,324 - $22,833	-284 Reduced 2.2%	12,643 $329,000
Q3 2024 Oct 17, 2024	BUY	$73.43 - $80.37 $625,403 - $684,511	8,517 Added 193.13%	12,927 $1.04 Million
Q2 2024 Jul 17, 2024	SELL	$71.74 - $75.86 $215 - $227	-3 Reduced 0.07%	4,410 $326,000
Q1 2024 Apr 22, 2024	SELL	$68.82 - $75.98 $8,189 - $9,041	-119 Reduced 2.63%	4,413 $335,000
Q4 2023 Jan 12, 2024	SELL	$61.16 - $70.24 $2,874 - $3,301	-47 Reduced 1.03%	4,532 $317,000
Q3 2023 Oct 23, 2023	BUY	$64.45 - $69.39 $21,332 - $22,968	331 Added 7.79%	4,579 $295,000
Q2 2023 Jul 24, 2023	BUY	$63.33 - $67.21 $2,026 - $2,150	32 Added 0.76%	4,248 $284,000
Q1 2023 Apr 13, 2023	SELL	$62.59 - $69.3 $7,448 - $8,246	-119 Reduced 2.75%	4,216 $276,000
Q4 2022 Jan 11, 2023	BUY	$59.13 - $69.24 $256,328 - $300,155	4,335 New	4,335 $0

Others Institutions Holding SCHV

# of Institutions

845

Shares Held

136M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Accurate Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History