Axxcess Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Axxcess Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-175,459	Closed	-$4.6M	–	890
2025 Q4	$4.6M	Sell	175,459 -15,314	-8%	-$399K	0.08%	226
2025 Q3	$4.9M	Sell	190,773 -9,073	-5%	-$225K	0.1%	159
2025 Q2	$4.76M	Sell	199,846 -412	-0.2%	-$9.07K	0.11%	154
2025 Q1	$4.31M	Buy	200,258 +163,806	+449%	+$3.73M	0.12%	152
2024 Q4	$827K	Sell	36,452 -22	-0.1%	-$502	0.02%	438
2024 Q3	$809K	Buy	36,474 +9,045	+33%	+$193K	0.02%	438
2024 Q2	$575K	Hold	27,429	–	–	0.02%	500
2024 Q1	$558K	Sell	27,429 -7,629	-22%	-$148K	0.02%	514
2023 Q4	$651K	Sell	35,058 -720	-2%	-$12.4K	0.02%	451
2023 Q3	$595K	Sell	35,778 -21,735	-38%	-$376K	0.02%	428
2023 Q2	$991K	Buy	57,513 +2,835	+5%	+$46.2K	0.07%	231
2023 Q1	$872K	Buy	54,678 +2,793	+5%	+$43.7K	0.07%	252
2022 Q4	$775K	Buy	51,885 +16,095	+45%	+$242K	0.06%	268
2022 Q3	$501K	Buy	35,790 +12	+0%	+$187	0.05%	317
2022 Q2	$527K	Sell	35,778 -78,009	-69%	-$1.25M	0.05%	298
2022 Q1	$2.02M	Sell	113,787 -25,539	-18%	-$448K	0.16%	119
2021 Q4	$2.62M	Buy	+139,326	New	+$2.56M	0.2%	94

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return