Axxcess Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,158 shares of SCHB stock, worth $285,469. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,158
Previous 9,143 32.98%
Holding current value
$285,469
Previous $574,000 40.77%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$59.93 - $66.52 $180,688 - $200,557
3,015 Added 32.98%
12,158 $808,000
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $138,873 - $155,250
-2,543 Reduced 21.76%
9,143 $558,000
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $11,426 - $13,418
-240 Reduced 2.01%
11,686 $650,000
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $359,279 - $388,114
-7,245 Reduced 37.79%
11,926 $594,000
Q2 2023

Aug 08, 2023
BUY
$47.08 - $51.7 $44,490 - $48,856
945 Added 5.18%
19,171 $991,000
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $41,401 - $45,833
931 Added 5.38%
18,226 $872,000
Q4 2022

Feb 16, 2023
BUY
$41.94 - $47.81 $225,175 - $256,691
5,369 Added 45.02%
17,295 $774,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $167 - $191
-4 Reduced 0.03%
11,926 $534,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $167 - $202
4 Added 0.03%
11,930 $501,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $1.12 Million - $1.4 Million
-26,003 Reduced 68.56%
11,926 $527,000
Q1 2022

Aug 11, 2022
BUY
$49.15 - $56.85 $722,898 - $836,149
14,708 Added 63.34%
37,929 $2.03 Million
Q4 2021

Aug 11, 2022
BUY
$51.87 - $56.86 $1.2 Million - $1.32 Million
23,221 New
23,221 $2.62 Million

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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