Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in SCHWAB STRATEGIC TR
AXXCESS WEALTH MANAGEMENT, LLC holds 690,238 shares of SCHD (SCHWAB STRATEGIC TR), worth $21.2M as of 2026-Q1. The position was increased (+4.3% shares). SCHD represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$21.2M
Current Shares
690,238
Total Value Change
+$4M
Total Shares Change
+468,904
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/
Increased |
| 690,238 |
+4.3% |
| $21.2M |
| 0.7% |
| $31.59 |
42 |
| 2025-Q4 | Decreased | 661,823 | -0.8% | $18.2M | 0.3% | $27.63 | 0 |
| 2025-Q3 | Increased | 666,972 | +4.1% | $18.2M | 0.4% | $26.83 | 35 |
| 2025-Q2 | Decreased | 640,539 | -1.6% | $17M | 0.4% | $25.87 | 0 |
| 2025-Q1 | Decreased | 651,139 | -6.5% | $18.2M | 0.5% | $26.78 | 0 |
| 2024-Q4 | Increased | 696,321 | +213.6% | $19M | 0.5% | $26.20 | 55 |
| 2024-Q3 | Increased | 222,077 | +0.3% | $18.8M | 0.5% | $26.78 | 34 |
| 2024-Q2 | Increased | 221,334 | +2.5% | $17.2M | 0.5% | $24.49 | 35 |