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Schwab Strategic Tr shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $510k 21k 24.59
2023-09-30 $417k 18k 23.00
2023-06-30 $1.2M 50k 23.94
2023-03-31 $1.2M 52k 23.63
2022-12-31 $653k 29k 22.42

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Kohmann Bosshard Financial Services
Souders Financial Advisors
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
HighTower Advisors
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr