Exencial Wealth Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 122,044 shares of SCHR stock, worth $5.97 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
122,044
Previous 96,960 25.87%
Holding current value
$5.97 Million
Previous $4.82 Million 24.19%
% of portfolio
0.23%
Previous 0.2%

Shares

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

May 10, 2024
BUY
$48.64 - $49.88 $1.22 Million - $1.25 Million
25,084 Added 25.87%
122,044 $5.99 Million
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $4.31 Million - $4.56 Million
91,520 Added 1682.35%
96,960 $4.82 Million
Q3 2023

Nov 08, 2023
BUY
$47.78 - $49.59 $259,923 - $269,769
5,440 New
5,440 $260,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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