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 $718,936. This represents 0.29% of its overall portfolio holdings.

Number of Shares

26,806

Previous 6,223 330.76%

Holding current value

$718,936

Previous $648,000 15.28%

% of portfolio

0.29%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,469

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

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Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History