AWM
Axxcess Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
199,846
-412
| -0.2% | -$9.82K | 0.11% | 153 |
|
|
2025
Q1 | $4.31M | Buy |
200,258
+163,806
| +449% | +$3.53M | 0.11% | 151 |
|
|
2024
Q4 | $827K | Buy |
36,452
+24,294
| +200% | -$499 | 0.02% | 437 |
|
|
2024
Q3 | $809K | Buy |
12,158
+3,015
| +33% | +$201K | 0.02% | 437 |
|
|
2024
Q2 | $575K | Hold |
9,143
| – | – | 0.02% | 499 |
|
|
2024
Q1 | $558K | Sell |
9,143
-2,543
| -22% | -$155K | 0.02% | 512 |
|
|
2023
Q4 | $651K | Sell |
11,686
-240
| -2% | -$13.4K | 0.02% | 449 |
|
|
2023
Q3 | $595K | Sell |
11,926
-7,245
| -38% | -$361K | 0.02% | 428 |
|
|
2023
Q2 | $991K | Buy |
19,171
+945
| +5% | +$48.9K | 0.07% | 230 |
|
|
2023
Q1 | $872K | Buy |
18,226
+931
| +5% | +$44.5K | 0.07% | 249 |
|
|
2022
Q4 | $775K | Buy |
17,295
+5,365
| +45% | +$240K | 0.06% | 268 |
|
|
2022
Q3 | $501K | Buy |
11,930
+4
| +0% | +$168 | 0.05% | 314 |
|
|
2022
Q2 | $527K | Sell |
11,926
-26,003
| -69% | -$1.15M | 0.05% | 294 |
|
|
2022
Q1 | $2.03M | Buy |
37,929
+14,708
| +63% | -$455K | 0.16% | 116 |
|
|
2021
Q4 | $2.62M | Buy |
+23,221
| New | +$2.62M | 0.19% | 92 |
|