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 $763,166. This represents 0.29% of its overall portfolio holdings.
Number of Shares
26,806
Previous 6,223
330.76%
Holding current value
$763,166
Previous $648,000
15.28%
% of portfolio
0.29%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,363Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio