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

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 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 218,849 shares of SCHG stock, worth $6.25 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
218,849
Previous 62,867 248.11%
Holding current value
$6.25 Million
Previous $6.55 Million 6.87%
% of portfolio
0.23%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$25.93 - $105.3 $4.04 Million - $16.4 Million
155,982 Added 248.11%
218,849 $6.1 Million
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $203,693 - $232,412
2,199 Added 3.62%
62,867 $6.55 Million
Q2 2024

Aug 12, 2024
BUY
$87.04 - $101.61 $187,745 - $219,172
2,157 Added 3.69%
60,668 $6.12 Million
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $253,083 - $293,024
3,140 Added 5.67%
58,511 $5.43 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $3.88 Million - $4.62 Million
55,371 New
55,371 $4.59 Million

Others Institutions Holding SCHG

# of Institutions
1,420
Shares Held
2.1B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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