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 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Accel Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.67% in Q2 2026, selling an estimated $2.17K and leaving 11,187 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #206.

Accel Wealth Management first reported a position in SCHX in Q2 2021 and has held it in 13 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Accel Wealth Management held 11,187 shares of Schwab US Large- Cap ETF worth $329K as of Q2 2026.
Accel Wealth Management sold 76 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.17K.
Schwab US Large- Cap ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #206 holding.
Accel Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 13 quarters since.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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