Axxcess Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 190,773 shares of SCHB stock, worth $4.93 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

190,773

Previous 199,846 4.54%

Holding current value

$4.93 Million

Previous $4.76 Million 2.98%

% of portfolio

0.11%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$23.82 - $25.84 $216,118 - $234,446	-9,073 Reduced 4.54%	190,773 $4.9 Million
Q2 2025 Jul 28, 2025	SELL	$19.1 - $23.83 $7,869 - $9,817	-412 Reduced 0.21%	199,846 $4.76 Million
Q1 2025 Apr 30, 2025	BUY	$21.23 - $23.75 $3.48 Million - $3.89 Million	163,806 Added 449.37%	200,258 $4.31 Million
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $534,710 - $1.62 Million	24,294 Added 199.82%	36,452 $827,000
Q3 2024 Nov 04, 2024	BUY	$59.93 - $66.52 $180,688 - $200,557	3,015 Added 32.98%	12,158 $808,000

Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $138,873 - $155,250	-2,543 Reduced 21.76%	9,143 $558,000
Q4 2023 Feb 06, 2024	SELL	$47.61 - $55.91 $11,426 - $13,418	-240 Reduced 2.01%	11,686 $650,000
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $359,279 - $388,114	-7,245 Reduced 37.79%	11,926 $594,000
Q2 2023 Aug 08, 2023	BUY	$47.08 - $51.7 $44,490 - $48,856	945 Added 5.18%	19,171 $991,000
Q1 2023 May 03, 2023	BUY	$44.47 - $49.23 $41,401 - $45,833	931 Added 5.38%	18,226 $872,000
Q4 2022 Feb 16, 2023	BUY	$41.94 - $47.81 $225,175 - $256,691	5,369 Added 45.02%	17,295 $774,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $167 - $191	-4 Reduced 0.03%	11,926 $534,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $167 - $202	4 Added 0.03%	11,930 $501,000
Q2 2022 Aug 11, 2022	SELL	$42.93 - $53.98 $1.12 Million - $1.4 Million	-26,003 Reduced 68.56%	11,926 $527,000
Q1 2022 Aug 11, 2022	BUY	$49.15 - $56.85 $722,898 - $836,149	14,708 Added 63.34%	37,929 $2.03 Million
Q4 2021 Aug 11, 2022	BUY	$51.87 - $56.86 $1.2 Million - $1.32 Million	23,221 New	23,221 $2.62 Million

Others Institutions Holding SCHB

# of Institutions

1,393

Shares Held

496M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Axxcess Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History