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EXENCIAL WEALTH ADVISORS, LLC: SCHF position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 336,469 SCHF 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 336,469 shares
    Change vs previous 13F -6,464 shares

    0.26% of the 13F portfolio, value $8,327,598.

    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 342,933 shares
    Change vs previous 13F -2,576 shares

    0.26% of the 13F portfolio, value $8,244,120.

    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 345,509 shares
    Change vs previous 13F -3,834 shares

    0.26% of the 13F portfolio, value $8,043,449.

    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 349,343 shares
    Change vs previous 13F -6,624 shares

    0.27% of the 13F portfolio, value $7,720,470.

    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 355,967 shares
    Change vs previous 13F -17,243 shares

    0.26% of the 13F portfolio, value $7,041,031.

    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 373,210 shares
    Change vs previous 13F +184,550 shares

    0.25% of the 13F portfolio, value $6,904,394.

    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 188,660 shares
    Change vs previous 13F -6,339 shares

    0.28% of the 13F portfolio, value $7,757,699.

    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 194,999 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,491,868.

    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).