Back to AXXCESS WEALTH MANAGEMENT, LLC

SCHD
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
690,238
+4.3%
$21.2M0.7%$31.59
42
2025-Q4
Decreased
661,823
-0.8%
$18.2M0.3%$27.63
0
2025-Q3
Increased
666,972
+4.1%
$18.2M0.4%$26.83
35
2025-Q2
Decreased
640,539
-1.6%
$17M0.4%$25.87
0
2025-Q1
Decreased
651,139
-6.5%
$18.2M0.5%$26.78
0
2024-Q4
Increased
696,321
+213.6%
$19M0.5%$26.20
55
2024-Q3
Increased
222,077
+0.3%
$18.8M0.5%$26.78
34
2024-Q2
Increased
221,334
+2.5%
$17.2M0.5%$24.49
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used