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

Exencial Wealth Advisors, LLC

$2.63 Billion
Q1 2025

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 250,152 shares of SCHV stock, worth $6.45 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

250,152

Previous 246,219 1.6%

Holding current value

$6.45 Million

Previous $6.42 Million 3.6%

% of portfolio

0.25%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.77 - $27.6 $101,353 - $108,550	3,933 Added 1.6%	250,152 $6.65 Million
Q4 2024 Feb 06, 2025	BUY	$25.79 - $80.4 $4.06 Million - $12.7 Million	157,579 Added 177.77%	246,219 $6.42 Million
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

923

Shares Held

335M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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