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

Accel Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$356K Buy
11,857
+670
+6% +$20.1K 0.08% 190
2026
Q2 		$329K Sell
11,187
-76
-0.7% -$2.17K 0.07% 206
2026
Q1 		$289K Buy
11,263
+20
+0.2% +$536 0.08% 220
2025
Q4 		$303K Buy
11,243
+2,097
+23% +$56K 0.08% 201
2025
Q3 		$241K Buy
9,146
+19
+0.2% +$482 0.07% 235
2025
Q2 		$223K Buy
+9,127
New +$206K 0.07% 233
2023
Q2 		– Sell
-6,900
Closed -$111K – 731
2023
Q1 		$111K Hold
6,900
– – 0.05% 307
2022
Q4 		$104K Hold
6,900
– – 0.05% 236
2022
Q3 		$103K Hold
6,900
– – 0.06% 243
2022
Q2 		$105K Hold
6,900
– – 0.06% 231
2022
Q1 		$124K Hold
6,900
– – 0.06% 226
2021
Q4 		$131K Buy
6,900
+3,000
+77% +$55.4K 0.06% 222
2021
Q3 		$68K Buy
3,900
+2,100
+117% +$37.5K 0.04% 277
2021
Q2 		$31K Buy
+1,800
New +$30.4K 0.02% 436

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Accel Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q3 2026, buying an estimated $20.1K and bringing the position to 11,857 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #190.

Accel Wealth Management first reported a position in SCHX in Q2 2021 and has held it in 14 quarters since. 846 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Accel Wealth Management held 11,857 shares of Schwab US Large- Cap ETF worth $356K as of Q3 2026.
  • Accel Wealth Management bought 670 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $20.1K.
  • Schwab US Large- Cap ETF made up 0.08% of Accel Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Accel Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 14 quarters since.
  • 846 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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