Axxcess Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 47,739 shares of SCHE stock, worth $1.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
47,739
Previous 50,783
5.99%
Holding current value
$1.38 Million
Previous $1.28 Million
1.17%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio