SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q1 2025
Shares 9,275 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 7,339 Value ($000) $201 Avg Close — Range —
Q1 2023
Shares 2,070 Value ($000) $151 Avg Close — Range —
Q4 2022
Shares 2,070 Value ($000) $156 Avg Close — Range —
Q3 2022
Shares 2,070 Value ($000) $145 Avg Close — Range —
Q2 2022
Shares 1,822 Value ($000) $131 Avg Close — Range —
Q1 2022
Shares 1,552 Value ($000) $123 Avg Close — Range —
Q4 2021
Shares 1,277 Value ($000) $103 Avg Close — Range —
Q3 2021
Shares 1,277 Value ($000) $95 Avg Close — Range —
Q2 2021
Shares 1,047 Value ($000) $79 Avg Close — Range —
Q1 2021
Shares 891 Value ($000) $65 Avg Close — Range —
Q4 2020
Shares 288 Value ($000) $18 Avg Close — Range —