Exencial Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Exencial Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.17M	Sell	267,752 -9,468	-3%	-$295K	0.25%	100
2025 Q4	$8.21M	Buy	277,220 +2,407	+0.9%	+$70.4K	0.26%	104
2025 Q3	$8M	Buy	274,813 +5,732	+2%	+$163K	0.26%	109
2025 Q2	$7.45M	Buy	269,081 +18,929	+8%	+$497K	0.26%	107
2025 Q1	$6.65M	Buy	250,152 +3,933	+2%	+$106K	0.25%	119
2024 Q4	$6.42M	Sell	246,219 -19,701	-7%	-$532K	0.24%	120
2024 Q3	$7.12M	Buy	265,920 +5,403	+2%	+$139K	0.26%	111
2024 Q2	$6.43M	Buy	260,517 +13,074	+5%	+$323K	0.24%	115
2024 Q1	$6.27M	Buy	247,443 +20,430	+9%	+$490K	0.23%	117
2023 Q4	$5.3M	Buy	+227,013	New	+$4.96M	0.22%	117

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return