Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History

Accel Wealth Management

$268 Million
Q1 2025

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 325,992 shares of SCHG stock, worth $8.98 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

325,992

Previous 26,806 1116.12%

Holding current value

$8.98 Million

Previous $747,000 991.83%

% of portfolio

3.04%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$24.91 - $29.02 $7.45 Million - $8.68 Million	299,186 Added 1116.12%	325,992 $8.16 Million
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

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History