Axxcess Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 60,165 shares of SCHE stock, worth $1.63 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

60,165

Previous 47,739 26.03%

Holding current value

$1.63 Million

Previous $1.27 Million 38.52%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$25.45 - $29.53 $316,241 - $366,939	12,426 Added 26.03%	60,165 $1.76 Million
Q2 2024 Aug 09, 2024	SELL	$24.67 - $27.2 $75,095 - $82,796	-3,044 Reduced 5.99%	47,739 $1.27 Million
Q1 2024 May 14, 2024	BUY	$23.47 - $25.45 $361,062 - $391,522	15,384 Added 43.46%	50,783 $1.28 Million
Q4 2023 Feb 06, 2024	SELL	$23.04 - $24.89 $225,745 - $243,872	-9,798 Reduced 21.68%	35,399 $877,000
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $90,744 - $99,426	-3,808 Reduced 7.77%	45,197 $1.08 Million
Q2 2023 Aug 08, 2023	BUY	$23.66 - $25.54 $672,488 - $725,923	28,423 Added 138.1%	49,005 $1.21 Million
Q1 2023 May 03, 2023	BUY	$23.32 - $26.39 $25,045 - $28,342	1,074 Added 5.51%	20,582 $504,000
Q4 2022 Feb 16, 2023	SELL	$21.59 - $24.95 $755 - $873	-35 Reduced 0.18%	19,508 $461,000
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $421,933 - $487,597	19,543 New	19,543 $462,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Axxcess Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History