AWM
Axxcess Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
145,154
-33,292
| -19% | -$814K | 0.08% | 188 |
|
|
2025
Q1 | $3.94M | Buy |
178,446
+2,563
| +1% | +$56.6K | 0.1% | 161 |
|
|
2024
Q4 | $4.08M | Sell |
175,883
-30,964
| -15% | -$718K | 0.1% | 158 |
|
|
2024
Q3 | $4.68M | Buy |
206,847
+8,388
| +4% | +$190K | 0.11% | 147 |
|
|
2024
Q2 | $4.25M | Sell |
198,459
-7,017
| -3% | -$150K | 0.11% | 150 |
|
|
2024
Q1 | $4.25M | Sell |
205,476
-35,463
| -15% | -$734K | 0.12% | 143 |
|
|
2023
Q4 | $4.53M | Sell |
240,939
-62,085
| -20% | -$1.17M | 0.13% | 134 |
|
|
2023
Q3 | $5.11M | Sell |
303,024
-15,924
| -5% | -$269K | 0.17% | 107 |
|
|
2023
Q2 | $5.57M | Buy |
318,948
+7,398
| +2% | +$129K | 0.4% | 58 |
|
|
2023
Q1 | $5.02M | Sell |
311,550
-558
| -0.2% | -$9K | 0.38% | 58 |
|
|
2022
Q4 | $4.7M | Sell |
312,108
-15,723
| -5% | -$237K | 0.39% | 55 |
|
|
2022
Q3 | $4.63M | Sell |
327,831
-6,120
| -2% | -$86.4K | 0.44% | 43 |
|
|
2022
Q2 | $4.97M | Sell |
333,951
-52,773
| -14% | -$786K | 0.46% | 45 |
|
|
2022
Q1 | $6.94M | Sell |
386,724
-3,882
| -1% | -$69.7K | 0.54% | 34 |
|
|
2021
Q4 | $7.41M | Buy |
+390,606
| New | +$7.41M | 0.54% | 34 |
|