Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History

Accel Wealth Management

$328 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$23.55 - $27.67 $32,993 - $38,765	1,401 Added 16.23%	10,031 $277,000
Q1 2025 Apr 10, 2025	BUY	$25.77 - $27.6 $222,395 - $238,188	8,630 New	8,630 $227,000

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

52.6M
Shares

$1.52 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.24 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$951 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$466 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$345 Million
0.63% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.