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Disclosery

Accel Wealth Management: SCHG position timeline

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

Accel Wealth Management held 425,646 SCHG 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 425,646 shares
    Change vs previous 13F +14,456 shares

    3.24% of the 13F portfolio, value $14,403,859.

    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 411,190 shares
    Change vs previous 13F +3,729 shares

    3.12% of the 13F portfolio, value $11,977,976.

    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 407,461 shares
    Change vs previous 13F +18,003 shares

    3.64% of the 13F portfolio, value $13,291,365.

    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 389,458 shares
    Change vs previous 13F +59,958 shares

    3.61% of the 13F portfolio, value $12,427,603.

    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 329,500 shares
    Change vs previous 13F +3,508 shares

    3.21% of the 13F portfolio, value $9,624,705.

    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 325,992 shares
    Change vs previous 13F +299,186 shares

    2.95% of the 13F portfolio, value $8,162,838.

    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 26,806 shares
    Change vs previous 13F +20,583 shares

    0.28% of the 13F portfolio, value $747,090.

    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 6,223 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $648,336.

    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).