Accel Wealth Management
SCHG icon

Accel Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Accel Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17M Buy
471,846
+46,200
+11% +$1.62M 3.65% 2
2026
Q2 		$14.4M Buy
425,646
+14,456
+4% +$479K 3.24% 3
2026
Q1 		$12M Buy
411,190
+3,729
+0.9% +$116K 3.12% 3
2025
Q4 		$13.3M Buy
407,461
+18,003
+5% +$586K 3.64% 3
2025
Q3 		$12.4M Buy
389,458
+59,958
+18% +$1.83M 3.61% 2
2025
Q2 		$9.6M Buy
329,500
+3,508
+1% +$92.7K 3.21% 3
2025
Q1 		$8.16M Buy
325,992
+299,186
+1,116% +$8.19M 2.95% 3
2024
Q4 		$747K Buy
26,806
+1,914
+8% +$52.3K 0.28% 89
2024
Q3 		$648K Buy
24,892
+5,156
+26% +$130K 0.24% 108
2024
Q2 		$498K Buy
19,736
+8,144
+70% +$192K 0.2% 115
2024
Q1 		$269K Buy
+11,592
New +$256K 0.11% 165
2023
Q2 		– Sell
-440
Closed -$7.17K – 729
2023
Q1 		$7.17K Hold
440
– – ﹤0.01% 962
2022
Q4 		$6.11K Hold
440
– – ﹤0.01% 789
2022
Q3 		$6K Hold
440
– – ﹤0.01% 825
2022
Q2 		$7K Hold
440
– – ﹤0.01% 767
2022
Q1 		$8K Hold
440
– – ﹤0.01% 747
2021
Q4 		$9K Hold
440
– – ﹤0.01% 731
2021
Q3 		$8K Hold
440
– – 0.01% 684
2021
Q2 		$8K Hold
440
– – 0.01% 733
2021
Q1 		$7K Buy
+440
New +$7.16K 0.01% 711

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

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

Accel Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q3 2026, buying an estimated $1.62M and bringing the position to 471,846 shares worth $17M. The position accounts for 3.65% of the portfolio, ranked #2.

Accel Wealth Management first reported a position in SCHG in Q1 2021 and has held it in 20 quarters since. 731 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Accel Wealth Management held 471,846 shares of Schwab US Large-Cap Growth ETF worth $17M as of Q3 2026.
  • Accel Wealth Management bought 46,200 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.62M.
  • Schwab US Large-Cap Growth ETF made up 3.65% of Accel Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Accel Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 731 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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