Exencial Wealth Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,248 shares of SCHQ stock, worth $270,616. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,248
Previous 10,629 22.4%
Holding current value
$270,616
Previous $371,000 30.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
SELL
$31.33 - $35.13 $74,596 - $83,644
-2,381 Reduced 22.4%
8,248 $259,000
Q3 2024

Oct 31, 2024
BUY
$32.17 - $35.98 $1,994 - $2,230
62 Added 0.59%
10,629 $371,000
Q2 2024

Aug 12, 2024
BUY
$31.45 - $33.71 $723 - $775
23 Added 0.22%
10,567 $346,000
Q1 2024

May 10, 2024
BUY
$32.9 - $35.0 $149,497 - $159,040
4,544 Added 75.73%
10,544 $355,000
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $178,260 - $213,360
6,000 New
6,000 $210,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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