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 8,630 shares of SCHV stock, worth $231,284. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,630

Holding current value

$231,284

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

923

Shares Held

335M

Call Options Held

Put Options Held

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

53.3M
Shares

$1.43 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

40.6M
Shares

$1.09 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$884 Million
10.21% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$442 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$310 Million
0.73% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Accel Wealth Management Schwab Strategic Tr Us Large C Transaction History