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

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 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 162,978 shares of SCHX stock, worth $4.33 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
162,978
Previous 171,845 5.16%
Holding current value
$4.33 Million
Previous $4.2 Million 2.21%
% of portfolio
0.14%
Previous 0.15%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$24.46 - $26.5 $216,886 - $234,975
-8,867 Reduced 5.16%
162,978 $4.29 Million
Q2 2025

Jul 30, 2025
SELL
$19.6 - $24.44 $99,764 - $124,399
-5,090 Reduced 2.88%
171,845 $4.2 Million
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $56,963 - $63,589
-2,619 Reduced 1.46%
176,935 $3.91 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $2.56 Million - $7.82 Million
114,476 Added 175.91%
179,554 $4.16 Million
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $3,055 - $3,392
-50 Reduced 0.08%
65,078 $4.42 Million
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $298,959 - $329,924
-5,093 Reduced 7.25%
65,128 $4.18 Million
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $2.94 Million - $3.3 Million
-53,112 Reduced 43.06%
70,221 $4.36 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $5.66 Million - $6.61 Million
116,800 Added 1787.85%
123,333 $6.96 Million
Q3 2023

Nov 08, 2023
BUY
$50.36 - $54.21 $9,165 - $9,866
182 Added 2.87%
6,533 $330,000
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $302,752 - $332,601
6,351 New
6,351 $332,000
Q1 2022

May 12, 2022
SELL
$49.51 - $57.27 $176,998 - $204,740
-3,575 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$51.9 - $57.29 $185,542 - $204,811
3,575 New
3,575 $407,000
Q3 2021

Nov 04, 2021
SELL
$51.52 - $54.94 $211,953 - $226,023
-4,114 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $11,911 - $12,742
245 Added 6.33%
4,114 $428,000
Q1 2021

May 06, 2021
BUY
$44.9 - $48.34 $173,718 - $187,027
3,869 New
3,869 $372,000

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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