Accel Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20	Closed	-$1.05K	–	730
2023 Q1	$1.05K	Buy	+20	New	+$1.47K	﹤0.01%	1166
2022 Q2	–	Sell	-128	Closed	-$11K	–	1064
2022 Q1	$11K	Hold	128	–	–	0.01%	696
2021 Q4	$11K	Hold	128	–	–	0.01%	705
2021 Q3	$9K	Hold	128	–	–	0.01%	666
2021 Q2	$9K	Sell	128 -80	-38%	-$5.66K	0.01%	715
2021 Q1	$14K	Buy	208 +128	+160%	+$7.76K	0.01%	596
2020 Q4	$4K	Buy	+80	New	+$3.62K	﹤0.01%	738

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Accel Wealth Management's SCHW Position: Q2 2023 in Review

Accel Wealth Management sold out of Charles Schwab (SCHW) in Q2 2023, closing a stake of 20 shares — an estimated $1.05K sold.

Accel Wealth Management first reported a position in SCHW in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q1 2021. 1,772 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.

Accel Wealth Management reported no remaining Charles Schwab position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 20 Charles Schwab shares in Q2 2023, an estimated $1.05K.
Accel Wealth Management first reported a position in Charles Schwab in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's Charles Schwab position peaked at $14K in Q1 2021.
1,772 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.