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Accel Wealth Management: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on SCHF, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 29,880 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,880 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $827,676.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,880 shares
    Change vs previous 13F +800 shares

    0.19% of the 13F portfolio, value $739,530.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,080 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $699,083.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,080 shares
    Change vs previous 13F -1,415 shares

    0.2% of the 13F portfolio, value $676,982.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,495 shares
    Change vs previous 13F +515 shares

    0.22% of the 13F portfolio, value $673,940.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,980 shares
    Change vs previous 13F -2,790 shares

    0.21% of the 13F portfolio, value $593,004.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,770 shares
    Change vs previous 13F +16,385 shares

    0.23% of the 13F portfolio, value $606,245.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,385 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $673,751.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).