Schwab U S Large Cap Growth ETF shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 390k | 31.91 |
| 2025-06-30 | $9.6M | 330k | 29.21 |
| 2025-03-31 | $8.2M | 326k | 25.04 |
| 2024-12-31 | $747k | 27k | 27.87 |
| 2024-09-30 | $648k | 6.2k | 104.18 |
| 2024-06-30 | $498k | 4.9k | 100.84 |
| 2024-03-31 | $269k | 2.9k | 92.71 |
| 2023-03-31 | $7.2k | 110 | 65.17 |
| 2022-12-31 | $6.1k | 110 | 55.56 |
| 2022-09-30 | $6.0k | 110 | 54.55 |
| 2022-06-30 | $7.0k | 110 | 63.64 |
| 2022-03-31 | $8.0k | 110 | 72.73 |
| 2021-12-31 | $9.0k | 55 | 163.64 |
| 2021-09-30 | $8.0k | 55 | 145.45 |
| 2021-06-30 | $8.0k | 55 | 145.45 |
| 2021-03-31 | $7.0k | 55 | 127.27 |
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