Axxcess Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,960 shares of SCHO stock, worth $362,630. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,960
Previous 8,555 74.87%
Holding current value
$362,630
Previous $419,000 14.32%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$24.06 - $48.88 $154,104 - $313,076
6,405 Added 74.87%
14,960 $359,000
Q3 2024

Nov 04, 2024
SELL
$47.93 - $49.06 $19,172 - $19,624
-400 Reduced 4.47%
8,555 $419,000
Q2 2024

Aug 09, 2024
SELL
$47.75 - $48.13 $18,336 - $18,481
-384 Reduced 4.11%
8,955 $431,000
Q1 2024

May 14, 2024
SELL
$48.05 - $48.63 $39,929 - $40,411
-831 Reduced 8.17%
9,339 $450,000
Q4 2023

Feb 06, 2024
SELL
$47.66 - $48.45 $7,768 - $7,897
-163 Reduced 1.58%
10,170 $492,000
Q3 2023

Nov 14, 2023
BUY
$47.78 - $48.2 $493,710 - $498,050
10,333 New
10,333 $494,000

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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