Axxcess Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 178,446 shares of SCHX stock, worth $4.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

178,446

Previous 175,883 1.46%

Holding current value

$4.5 Million

Previous $4.08 Million 3.34%

% of portfolio

0.11%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$21.75 - $24.28 $55,745 - $62,229	2,563 Added 1.46%	178,446 $3.94 Million
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $2.4 Million - $7.3 Million	106,934 Added 155.09%	175,883 $4.08 Million
Q3 2024 Nov 04, 2024	BUY	$61.11 - $67.85 $170,863 - $189,708	2,796 Added 4.23%	68,949 $4.68 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $137,299 - $151,520	-2,339 Reduced 3.41%	66,153 $4.25 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $655,001 - $733,847	-11,821 Reduced 14.72%	68,492 $4.25 Million
Q4 2023 Feb 06, 2024	SELL	$48.47 - $56.6 $1 Million - $1.17 Million	-20,695 Reduced 20.49%	80,313 $4.53 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $267,310 - $287,746	-5,308 Reduced 4.99%	101,008 $5.11 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $117,554 - $129,144	2,466 Added 2.37%	106,316 $5.57 Million
Q1 2023 May 03, 2023	SELL	$44.78 - $49.41 $8,329 - $9,190	-186 Reduced 0.18%	103,850 $5.02 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $221,432 - $252,406	-5,241 Reduced 4.8%	104,036 $4.7 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $86,394 - $104,060	-2,040 Reduced 1.83%	109,277 $4.63 Million
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $762,569 - $958,885	-17,591 Reduced 13.65%	111,317 $4.97 Million
Q1 2022 Aug 11, 2022	BUY	$49.51 - $57.27 $3.16 Million - $3.65 Million	63,807 Added 98.01%	128,908 $6.94 Million
Q4 2021 Aug 11, 2022	BUY	$51.9 - $57.29 $3.38 Million - $3.73 Million	65,101 New	65,101 $7.41 Million

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Axxcess Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History