Accel Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Accel Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-664	Closed	-$13.9K	–	727
2023 Q1	$13.9K	Hold	664	–	–	0.01%	802
2022 Q4	$13.4K	Hold	664	–	–	0.01%	642
2022 Q3	$13K	Hold	664	–	–	0.01%	682
2022 Q2	$13K	Hold	664	–	–	0.01%	652
2022 Q1	$16K	Hold	664	–	–	0.01%	609
2021 Q4	$17K	Hold	664	–	–	0.01%	601
2021 Q3	$17K	Hold	664	–	–	0.01%	539
2021 Q2	$17K	Hold	664	–	–	0.01%	585
2021 Q1	$17K	Hold	664	–	–	0.01%	551
2020 Q4	$15K	Buy	+664	New	+$13.2K	0.01%	555

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Accel Wealth Management's SCHA Position: Q2 2023 in Review

Accel Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 664 shares — an estimated $13.9K sold.

Accel Wealth Management first reported a position in SCHA in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Accel Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 664 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $13.9K.
Accel Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Schwab U.S Small- Cap ETF position peaked at $17K in Q4 2021.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.