Accel Wealth Management SCHG Holdings History
Accel Wealth Management's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 325,992.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $8.16 Mil. This investment constitutes 2.95% of their stock portfolio, and Accel Wealth Management now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q1. And since then Accel Wealth Management has made 7 purchases of SCHG, at an average price of $28.65, for a total of 326,102.00 shares. In addition, there have been 1 sales at an average price of $68.45 for 110.00 shares. Based on historical transaction data and SCHG's current price of $29.73, Accel Wealth Management's estimated gain on his SCHG holdings is $355,865.51, reflecting a 3.81% gain to date.
Accel Wealth Management SCHG ($29.73) Holding Chart
Accel Wealth Management SCHG ($29.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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