Accel Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accel Wealth Management holds 9,275 shares of SCHD stock, worth $242,726. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,275

Previous 7,339 26.38%

Holding current value

$242,726

Previous $200,000 27.5%

% of portfolio

0.1%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$27.01 - $28.54 $52,291 - $55,253	1,936 Added 26.38%	9,275 $255,000
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $197,639 - $623,448	7,339 New	7,339 $200,000
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $16,474 - $19,311	248 Added 13.61%	2,070 $145,000
Q2 2022 Aug 03, 2022	BUY	$70.31 - $80.24 $18,983 - $21,664	270 Added 17.4%	1,822 $131,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $20,663 - $22,533	275 Added 21.53%	1,552 $123,000
Q3 2021 Nov 04, 2021	BUY	$74.23 - $78.13 $17,072 - $17,969	230 Added 21.97%	1,277 $95,000
Q2 2021 Aug 03, 2021	BUY	$73.32 - $77.65 $11,437 - $12,113	156 Added 17.51%	1,047 $79,000
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $38,127 - $44,423	603 Added 209.38%	891 $65,000
Q4 2020 Jan 27, 2021	BUY	$54.8 - $65.16 $15,782 - $18,766	288 New	288 $18,000

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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Accel Wealth Management Schwab Strategic Tr Us Dividen Transaction History