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EXENCIAL WEALTH ADVISORS, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on SCHA, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 56,427 SCHA shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 56,427 shares
    Change vs previous 13F -1,916 shares

    0.05% of the 13F portfolio, value $1,640,885.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 58,343 shares
    Change vs previous 13F -3,614 shares

    0.05% of the 13F portfolio, value $1,661,600.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 61,957 shares
    Change vs previous 13F +1,984 shares

    0.06% of the 13F portfolio, value $1,728,605.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 59,973 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $1,517,308.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 59,868 shares
    Change vs previous 13F +4,282 shares

    0.05% of the 13F portfolio, value $1,402,709.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 55,586 shares
    Change vs previous 13F +24,482 shares

    0.05% of the 13F portfolio, value $1,437,460.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 31,104 shares
    Change vs previous 13F -2,332 shares

    0.06% of the 13F portfolio, value $1,601,835.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 33,436 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,586,536.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).