SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Accel Wealth Management's Holding History (CIK: 0001838226)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 407,461 Value ($000) $13,291 Avg Close — Range —
Q3 2025
Shares 389,458 Value ($000) $12,428 Avg Close — Range —
Q2 2025
Shares 329,500 Value ($000) $9,625 Avg Close — Range —
Q1 2025
Shares 325,992 Value ($000) $8,163 Avg Close — Range —
Q4 2024
Shares 26,806 Value ($000) $747 Avg Close — Range —
Q3 2024
Shares 6,223 Value ($000) $648 Avg Close — Range —
Q2 2024
Shares 4,934 Value ($000) $498 Avg Close — Range —
Q1 2024
Shares 2,898 Value ($000) $269 Avg Close — Range —
Q1 2023
Shares 110 Value ($000) $7 Avg Close — Range —
Q4 2022
Shares 110 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 110 Value ($000) $6 Avg Close — Range —
Q2 2022
Shares 110 Value ($000) $7 Avg Close — Range —
Q1 2022
Shares 110 Value ($000) $8 Avg Close — Range —
Q4 2021
Shares 55 Value ($000) $9 Avg Close — Range —
Q3 2021
Shares 55 Value ($000) $8 Avg Close — Range —
Q2 2021
Shares 55 Value ($000) $8 Avg Close — Range —
Q1 2021
Shares 55 Value ($000) $7 Avg Close — Range —