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EXENCIAL WEALTH ADVISORS, LLC: SCHD position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 717,624 SCHD 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 717,624 shares
    Change vs previous 13F -39,236 shares

    0.68% of the 13F portfolio, value $22,016,714.

    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 756,860 shares
    Change vs previous 13F -12,720 shares

    0.66% of the 13F portfolio, value $20,760,667.

    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 769,580 shares
    Change vs previous 13F -5,972 shares

    0.68% of the 13F portfolio, value $21,009,538.

    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 775,552 shares
    Change vs previous 13F +35,316 shares

    0.72% of the 13F portfolio, value $20,552,117.

    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 740,236 shares
    Change vs previous 13F +862 shares

    0.77% of the 13F portfolio, value $20,696,999.

    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 739,374 shares
    Change vs previous 13F +495,576 shares

    0.74% of the 13F portfolio, value $20,199,711.

    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 243,798 shares
    Change vs previous 13F +8,601 shares

    0.74% of the 13F portfolio, value $20,608,212.

    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 235,197 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $18,288,898.

    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).