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Schwab Strategic Tr cmn shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $431k 14k 30.50
2022-09-30 $463k 7.9k 58.47
2022-06-30 $235k 3.8k 62.30
2022-03-31 $292k 4.1k 71.36
2021-12-31 $299k 4.1k 73.28

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Axxcess Wealth Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Moneta Group Investment Advisors
Betterment
Cetera Investment Advisers
Gemmer Asset Management
LPL Financial
Savant Capital Management
Morgan Stanley

View all funds holding Schwab Strategic Tr cmn