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 4,934 shares of SCHG stock, worth $513,481. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,934
Previous 2,898 70.26%
Holding current value
$513,481
Previous $268,000 85.45%
% of portfolio
0.2%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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