Axxcess Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 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 3,912 shares of SCHK stock, worth $113,095. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,912
Previous 4,043 3.24%
Holding current value
$113,095
Previous $211,000 2.37%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
SELL
$49.82 - $55.29 $6,526 - $7,242
-131 Reduced 3.24%
3,912 $216,000
Q2 2024

Aug 09, 2024
SELL
$47.83 - $52.72 $52,373 - $57,728
-1,095 Reduced 21.31%
4,043 $211,000
Q1 2024

May 14, 2024
SELL
$45.19 - $50.67 $90,922 - $101,948
-2,012 Reduced 28.14%
5,138 $260,000
Q4 2023

Feb 06, 2024
SELL
$39.52 - $46.21 $98,167 - $114,785
-2,484 Reduced 25.78%
7,150 $329,000
Q3 2023

Nov 14, 2023
SELL
$41.08 - $44.27 $16,842 - $18,150
-410 Reduced 4.08%
9,634 $397,000
Q2 2023

Aug 08, 2023
SELL
$38.96 - $42.79 $297,381 - $326,616
-7,633 Reduced 43.18%
10,044 $429,000
Q1 2023

May 03, 2023
SELL
$36.64 - $40.44 $127,983 - $141,256
-3,493 Reduced 16.5%
17,677 $699,000
Q4 2022

Feb 14, 2023
SELL
$34.56 - $39.43 $45,792 - $52,244
-1,325 Reduced 5.89%
21,170 $781,000
Q3 2022

Nov 14, 2022
BUY
$34.61 - $41.69 $208,629 - $251,307
6,028 Added 36.61%
22,495 $779,000
Q2 2022

Aug 11, 2022
SELL
$35.4 - $44.52 $473,722 - $595,766
-13,382 Reduced 44.83%
16,467 $600,000
Q1 2022

Aug 11, 2022
SELL
$40.46 - $46.8 $191,901 - $221,972
-4,743 Reduced 13.71%
29,849 $1.31 Million
Q4 2021

Aug 11, 2022
BUY
$42.49 - $46.85 $1.47 Million - $1.62 Million
34,592 New
34,592 $1.61 Million

Others Institutions Holding SCHK

# of Institutions
181
Shares Held
39.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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