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Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Accel Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of SCHW by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−20−100.0%Sold outHolders
Q1 202320$1.05K<0.1%+20NewHolders
Q2 20220$00.0%−128−100.0%Sold outHolders
Q1 2022128$11.0K<0.1%00.0%UnchangedHolders
Q4 2021128$11.0K<0.1%00.0%UnchangedHolders
Q3 2021128$9.00K<0.1%00.0%UnchangedHolders
Q2 2021128$9.00K<0.1%−80−38.5%ReducedHolders
Q1 2021208$14.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.