Exencial Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 85,860 shares of SCHY stock, worth $2.16 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
85,860
Previous 85,887
0.03%
Holding current value
$2.16 Million
Previous $2.25 Million
11.66%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
138Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$47.4 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.9 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$15.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.5 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.5 Million0.06% of portfolio