Axxcess Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,973 shares of SCHP stock, worth $130,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,973
Previous 7,911 37.14%
Holding current value
$130,193
Previous $411,000 35.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
SELL
$51.58 - $53.79 $151,542 - $158,035
-2,938 Reduced 37.14%
4,973 $266,000
Q2 2024

Aug 09, 2024
SELL
$51.1 - $52.24 $146,657 - $149,928
-2,870 Reduced 26.62%
7,911 $411,000
Q1 2024

May 14, 2024
SELL
$51.32 - $52.45 $72,720 - $74,321
-1,417 Reduced 11.62%
10,781 $562,000
Q4 2023

Feb 06, 2024
SELL
$49.69 - $52.46 $806,866 - $851,845
-16,238 Reduced 57.1%
12,198 $636,000
Q3 2023

Nov 14, 2023
BUY
$50.37 - $52.48 $1.43 Million - $1.49 Million
28,436 New
28,436 $1.44 Million

Others Institutions Holding SCHP

# of Institutions
684
Shares Held
155M
Call Options Held
60.2K
Put Options Held
1.3K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email