Exencial Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 13,412 shares of SCHE stock, worth $388,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,412
Previous 14,789
9.31%
Holding current value
$388,143
Previous $373,000
4.56%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.87 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$614 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$567 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$210 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.9 Million3.96% of portfolio