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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Buy
2025 Q2	$223K	Buy
2023 Q2	–	Sell
2023 Q1	$111K	Hold
2022 Q4	$104K	Hold
2022 Q3	$103K	Hold
2022 Q2	$105K	Hold
2022 Q1	$124K	Hold
2021 Q4	$131K	Buy
2021 Q3	$68K	Buy
2021 Q2	$31K	Buy