Ownership history in Accel Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SCHWAB STRATEGIC TR US LCAP GR ETF (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 407,461 | +18,003 | +4.6% | 3.64% | $13.3M | $32.62 |
| 2025 Q3 | ADDED | 389,458 | +59,958 | +18.2% | 3.61% | $12.4M | $31.88 |
| 2025 Q2 | ADDED | 329,500 | +3,508 | +1.1% | 3.21% | $9.6M | $29.15 |
| 2025 Q1 | ADDED | 325,992 | +299,186 | +1116.1% | 2.95% | $8.2M | $24.97 |
| 2024 Q4 | ADDED | 26,806 | +20,583 | +330.8% | 0.28% | $747K | $27.76 |
| 2024 Q3 | ADDED | 6,223 | +1,289 | +26.1% | 0.24% | $648K | $25.91 |
| 2024 Q2 | ADDED | 4,934 | +2,036 | +70.3% | 0.20% | $498K | $25.06 |
| 2024 Q1 | ADDED | 2,898 | +2,788 | +2534.5% | 0.11% | $269K | $23.01 |
| 2023 Q1 | UNCHANGED | 110 | — | 0% | 0.00% | $7K | $16.10 |
| 2022 Q4 | UNCHANGED | 110 | — | 0% | 0.00% | $6K | $13.70 |
As of 2025 Q4 — sorted by position size