AWM
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Accel Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Accel Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Buy
10,031
+1,401
+16% +$38.8K 0.09% 203
2025
Q1 		$229K Buy
+8,630
New +$229K 0.08% 219