Schwab U S Broad Market ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 191k | 25.71 |
| 2025-06-30 | $4.8M | 200k | 23.83 |
| 2025-03-31 | $4.3M | 200k | 21.53 |
| 2024-12-31 | $828k | 37k | 22.70 |
| 2024-09-30 | $809k | 12k | 66.52 |
| 2024-06-30 | $575k | 9.1k | 62.87 |
| 2024-03-31 | $558k | 9.1k | 61.05 |
| 2023-12-31 | $651k | 12k | 55.67 |
| 2023-09-30 | $595k | 12k | 49.85 |
| 2023-06-30 | $991k | 19k | 51.70 |
| 2023-03-31 | $872k | 18k | 47.85 |
| 2022-12-31 | $534k | 12k | 44.78 |
| 2022-09-30 | $501k | 12k | 42.00 |
| 2022-06-30 | $527k | 12k | 44.19 |
| 2022-03-31 | $2.0M | 38k | 53.39 |
| 2021-12-31 | $2.6M | 23k | 113.00 |