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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$291K Buy
+8,940
New +$301K 0.06% 223
2025
Q2
– Sell
-9,275
Closed -$259K – 276
2025
Q1
$259K Buy
9,275
+1,936
+26% +$54K 0.09% 203
2024
Q4
$200K 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

Accel Wealth Management's SCHD Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 8,940 shares worth $291K. The stake represents 0.06% of the portfolio and ranks #223 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in SCHD as recently as Q1 2025.

Accel Wealth Management first reported a position in SCHD in Q4 2020 and has held it in 13 quarters since. 1,452 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Accel Wealth Management held 8,940 shares of Schwab US Dividend Equity ETF worth $291K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new Accel Wealth Management position in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Accel Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.