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 $199,543. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,454
Previous 3,912
90.54%
Holding current value
$199,543
Previous $216,000
2.31%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.28 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$187 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$117 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$70.5 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$51.9 Million5.64% of portfolio