Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History

Accel Wealth Management

  • $257 Million
  • Q4 2024

A detailed history of Accel Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accel Wealth Management holds 26,806 shares of SCHG stock, worth $701,513. This represents 0.29% of its overall portfolio holdings.

Number of Shares
26,806
Previous 6,223 330.76%
Holding current value
$701,513
Previous $648,000 15.28%
% of portfolio
0.29%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $533,717 - $2.17 Million
20,583 Added 330.76%
26,806 $747,000
Q3 2024

Oct 15, 2024
BUY
$92.63 - $105.69 $119,400 - $136,234
1,289 Added 26.12%
6,223 $648,000
Q2 2024

Jul 12, 2024
BUY
$87.04 - $101.61 $177,213 - $206,877
2,036 Added 70.26%
4,934 $497,000
Q1 2024

Apr 19, 2024
BUY
$80.6 - $93.32 $233,578 - $270,441
2,898 New
2,898 $268,000
Q1 2022

Apr 29, 2022
BUY
$65.63 - $82.62 $3,609 - $4,544
55 Added 100.0%
110 $8,000
Q1 2021

May 10, 2021
BUY
$61.41 - $68.35 $3,377 - $3,759
55 New
55 $7,000

Others Institutions Holding SCHG

# of Institutions
1,473
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Accel Wealth Management Portfolio

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

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email