Axxcess Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$431K	Buy
2022 Q4	–	Sell
2022 Q3	$463K	Buy
2022 Q2	$235K	Sell
2022 Q1	$292K	Buy
2021 Q4	$299K	Buy