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

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

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 16,517 shares of SCHO stock, worth $402,188. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,517

Previous 22,608 26.94%

Holding current value

$402,188

Previous $551,000 26.86%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$24.23 - $24.42 $147,584 - $148,742	-6,091 Reduced 26.94%	16,517 $403,000
Q2 2025 Jul 28, 2025	BUY	$24.19 - $24.45 $546,887 - $552,765	22,608 New	22,608 $551,000
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

706

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
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Axxcess Wealth Management, LLC Schwab Short Term Us Treasury Transaction History