Accel Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+9,127
| New | +$223K | 0.07% | 233 |
|
|
2023
Q2 | – | Sell |
-6,900
| Closed | -$111K | – | 732 |
|
|
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% | +$57K | 0.06% | 222 |
|
|
2021
Q3 | $68K | Buy |
3,900
+2,100
| +117% | +$36.6K | 0.04% | 277 |
|
|
2021
Q2 | $31K | Buy |
+1,800
| New | +$31K | 0.02% | 436 |
|