Axxcess Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 651,139 shares of SCHD stock, worth $17.8 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
651,139
Previous 696,321
6.49%
Holding current value
$17.8 Million
Previous $19 Million
4.3%
% of portfolio
0.51%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$902 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$881 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$807 Million4.98% of portfolio