Accel Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,275	Closed	-$259K	–	276
2025 Q1	$259K	Buy	9,275 +1,936	+26%	+$54K	0.09%	203
2024 Q4	$201K	Buy	+7,339	New	+$209K	0.08%	237
2023 Q2	–	Sell	-6,210	Closed	-$151K	–	728
2023 Q1	$151K	Hold	6,210	–	–	0.06%	254
2022 Q4	$156K	Hold	6,210	–	–	0.07%	185
2022 Q3	$145K	Buy	6,210 +744	+14%	+$18.1K	0.08%	201
2022 Q2	$131K	Buy	5,466 +810	+17%	+$20.6K	0.08%	198
2022 Q1	$123K	Buy	4,656 +825	+22%	+$21.6K	0.06%	227
2021 Q4	$103K	Hold	3,831	–	–	0.05%	255
2021 Q3	$95K	Buy	3,831 +690	+22%	+$17.5K	0.06%	225
2021 Q2	$79K	Buy	3,141 +468	+18%	+$11.8K	0.05%	264
2021 Q1	$65K	Buy	2,673 +1,809	+209%	+$41.1K	0.05%	276
2020 Q4	$18K	Buy	+864	New	+$17.5K	0.02%	518

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's SCHD Position: Q2 2025 in Review

Accel Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 9,275 shares — an estimated $259K sold.

Accel Wealth Management first reported a position in SCHD in Q4 2020 and held it in 12 quarters. The position peaked at $259K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Accel Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Accel Wealth Management sold 9,275 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $259K.
Accel Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 12 quarters.
Accel Wealth Management's Schwab US Dividend Equity ETF position peaked at $259K in Q1 2025.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Accel Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.