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Schwab Strategic Tr cmn shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $278k 10k 27.67
2025-03-31 $229k 8.6k 26.58

More positions owned by Accel Wealth Management

Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Accel Wealth Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn