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Schwab Strategic Tr us dividend eq shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 385k 76.13
2023-09-30 $34M 479k 70.76
2023-06-30 $24M 326k 72.62
2023-03-31 $27M 375k 73.16
2022-12-31 $26M 342k 75.54
2022-09-30 $24M 356k 66.43
2022-06-30 $24M 334k 71.63
2022-03-31 $29M 362k 78.89
2021-12-31 $27M 336k 80.83