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EXENCIAL WEALTH ADVISORS, LLC: SCHG position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 266,212 SCHG 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 266,212 shares
    Change vs previous 13F +12,802 shares

    0.24% of the 13F portfolio, value $7,754,764.

    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 253,410 shares
    Change vs previous 13F +4,976 shares

    0.26% of the 13F portfolio, value $8,266,232.

    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 248,434 shares
    Change vs previous 13F -8,061 shares

    0.26% of the 13F portfolio, value $7,927,527.

    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 256,495 shares
    Change vs previous 13F +28,980 shares

    0.26% of the 13F portfolio, value $7,492,224.

    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 227,515 shares
    Change vs previous 13F +8,666 shares

    0.21% of the 13F portfolio, value $5,696,978.

    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 218,849 shares
    Change vs previous 13F +155,982 shares

    0.22% of the 13F portfolio, value $6,099,312.

    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 62,867 shares
    Change vs previous 13F +2,199 shares

    0.24% of the 13F portfolio, value $6,549,450.

    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 60,668 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,117,714.

    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).