Axxcess Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 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 175,883 shares of SCHX stock, worth $4.18 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
175,883
Previous 68,949
155.09%
Holding current value
$4.18 Million
Previous $4.68 Million
12.87%
% of portfolio
0.1%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding SCHX
# of Institutions
1,465Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.9 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.96 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$835 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$763 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$623 Million8.63% of portfolio