Exencial Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 10,544 shares of SCHQ stock, worth $348,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,544
Previous 6,000 75.73%
Holding current value
$348,900
Previous $210,000 69.05%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$32.9 - $35.0 $149,497 - $159,040
4,544 Added 75.73%
10,544 $355,000
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $178,260 - $213,360
6,000 New
6,000 $210,000

Others Institutions Holding SCHQ

# of Institutions
88
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email