Axxcess Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,454 shares of SCHK stock, worth $215,718. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,454
Previous 3,912
90.54%
Holding current value
$215,718
Previous $216,000
2.31%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SCHK
# of Institutions
200Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.38 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$202 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$127 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.2 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$56.1 Million5.64% of portfolio