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Schwab Strategic Tr us lrg cap etf shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 9.1k 26.34
2025-06-30 $223k 9.1k 24.44
2023-03-31 $111k 2.3k 48.37
2022-12-31 $104k 2.3k 45.15
2022-09-30 $103k 2.3k 44.78
2022-06-30 $105k 2.3k 45.65
2022-03-31 $124k 2.3k 53.91
2021-12-31 $131k 1.2k 113.91
2021-09-30 $68k 650 104.62
2021-06-30 $31k 300 103.33