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

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 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 82,481 shares of SCHV stock, worth $6.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
82,481
Previous 75,671 9.0%
Holding current value
$6.1 Million
Previous $5.3 Million 18.14%
% of portfolio
0.24%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
787
Shares Held
102M
Call Options Held
9.1K
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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