Axxcess Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 66,153 shares of SCHX stock, worth $1.52 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
66,153
Previous 68,492 3.41%
Holding current value
$1.52 Million
Previous $4.25 Million -0.0%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$58.7 - $64.78 $137,299 - $151,520
-2,339 Reduced 3.41%
66,153 $4.25 Million
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $655,001 - $733,847
-11,821 Reduced 14.72%
68,492 $4.25 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $1 Million - $1.17 Million
-20,695 Reduced 20.49%
80,313 $4.53 Million
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $267,310 - $287,746
-5,308 Reduced 4.99%
101,008 $5.11 Million
Q2 2023

Aug 08, 2023
BUY
$47.67 - $52.37 $117,554 - $129,144
2,466 Added 2.37%
106,316 $5.57 Million
Q1 2023

May 03, 2023
SELL
$44.78 - $49.41 $8,329 - $9,190
-186 Reduced 0.18%
103,850 $5.02 Million
Q4 2022

Feb 14, 2023
SELL
$42.25 - $48.16 $221,432 - $252,406
-5,241 Reduced 4.8%
104,036 $4.7 Million
Q3 2022

Nov 14, 2022
SELL
$42.35 - $51.01 $86,394 - $104,060
-2,040 Reduced 1.83%
109,277 $4.63 Million
Q2 2022

Aug 11, 2022
SELL
$43.35 - $54.51 $762,569 - $958,885
-17,591 Reduced 13.65%
111,317 $4.97 Million
Q1 2022

Aug 11, 2022
BUY
$49.51 - $57.27 $3.16 Million - $3.65 Million
63,807 Added 98.01%
128,908 $6.94 Million
Q4 2021

Aug 11, 2022
BUY
$51.9 - $57.29 $3.38 Million - $3.73 Million
65,101 New
65,101 $7.41 Million

Others Institutions Holding SCHX

# of Institutions
1,330
Shares Held
459M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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