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 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	$9.62M	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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Accel Wealth Management's SCHG Position: Q2 2026 in Review

Accel Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, buying an estimated $479K and bringing the position to 425,646 shares worth $14.4M. The position accounts for 3.24% of the portfolio, ranked #3.

Accel Wealth Management first reported a position in SCHG in Q1 2021 and has held it in 19 quarters since. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Accel Wealth Management held 425,646 shares of Schwab US Large-Cap Growth ETF worth $14.4M as of Q2 2026.
Accel Wealth Management bought 14,456 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $479K.
Schwab US Large-Cap Growth ETF made up 3.24% of Accel Wealth Management's portfolio in Q2 2026, its #3 holding.
Accel Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.