Exencial Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 88,640 shares of SCHV stock, worth $2.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
88,640
Previous 86,839 2.07%
Holding current value
$2.4 Million
Previous $6.43 Million 10.73%
% of portfolio
0.26%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$73.43 - $80.37 $132,247 - $144,746
1,801 Added 2.07%
88,640 $7.12 Million
Q2 2024

Aug 12, 2024
BUY
$71.74 - $75.86 $312,642 - $330,597
4,358 Added 5.28%
86,839 $6.43 Million
Q1 2024

May 10, 2024
BUY
$68.82 - $75.98 $468,664 - $517,423
6,810 Added 9.0%
82,481 $6.27 Million
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $4.63 Million - $5.32 Million
75,671 New
75,671 $5.3 Million

Others Institutions Holding SCHV

# of Institutions
845
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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