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SCHDSCHD
20 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Axxcess Wealth Management holds 201,399 shares of SCHD, worth $6.6M, as of its Q3 2026 13F filing. It reduced the position by 491,431 shares (-70.9%) from Q2 2026. Axxcess Wealth Management has held SCHD in every 13F on record since Q4 2021, 20 quarterly filings. SCHD is 0.3% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$6.6M

Current Shares

201,399

Total Value Change

-$20.6M

Total Shares Change

-135,018

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
201,399
-70.9%
$6.6M0.3%$32.53
0
2026-Q2
Increased
692,830
+0.4%
$22M0.3%$31.46
34
2026-Q1
Increased
690,238
+4.3%
$21.2M0.7%$30.20
42
2025-Q4
Decreased
661,823
-0.8%
$18.2M0.3%$26.77
0
2025-Q3
Increased
666,972
+4.1%
$18.2M0.4%$26.37
35
2025-Q2
Decreased
640,539
-1.6%
$17M0.4%$25.36
0
2025-Q1
Decreased
651,139
-6.5%
$18.2M0.5%$26.50
0
2024-Q4
Increased
696,321
+213.6%
$19M0.5%$25.66
55
2024-Q3
Increased
222,077
+0.3%
$18.8M0.5%$26.22
34
2024-Q2
Increased
221,334
+2.5%
$17.2M0.5%$23.90
35
2024-Q1
Decreased
215,931
-43.9%
$17.4M0.5%$24.53
0
2023-Q4
Decreased
384,705
-19.8%
$29.3M0.9%$22.98
0
2023-Q3
Increased
479,442
+47.0%
$33.9M1.2%$21.14
62
2023-Q2
Decreased
326,213
-13.0%
$23.7M1.7%$21.50
0
2023-Q1
Increased
375,019
+9.5%
$27.4M2.1%$21.46
54
2022-Q4
Decreased
342,395
-3.8%
$25.9M2.1%$21.98
0
2022-Q3
Increased
355,874
+6.4%
$23.6M2.2%$19.15
52
2022-Q2
Decreased
334,397
-7.7%
$24M2.2%$20.47
0
2022-Q1
Increased
362,387
+7.7%
$28.6M2.2%$22.32
53
2021-Q4
First report
336,417
-
$27.2M2.0%$22.72
0

Other major holders of SCHD: Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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