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
Others Institutions Holding SCHX
# of Institutions
1,330Shares Held
459MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$641 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$473 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$288 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio