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EXENCIAL WEALTH ADVISORS, LLC: SCHM position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 2,011,027 SCHM 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 2,011,027 shares
    Change vs previous 13F +387,282 shares

    1.94% of the 13F portfolio, value $62,261,391.

    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 1,623,745 shares
    Change vs previous 13F +227,263 shares

    1.55% of the 13F portfolio, value $48,826,007.

    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 1,396,482 shares
    Change vs previous 13F +106,485 shares

    1.35% of the 13F portfolio, value $41,391,736.

    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 1,289,997 shares
    Change vs previous 13F +47,004 shares

    1.27% of the 13F portfolio, value $36,184,414.

    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 1,242,993 shares
    Change vs previous 13F +133,676 shares

    1.21% of the 13F portfolio, value $32,566,406.

    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 1,109,317 shares
    Change vs previous 13F +758,129 shares

    1.13% of the 13F portfolio, value $30,739,184.

    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 351,188 shares
    Change vs previous 13F +20,171 shares

    1.05% of the 13F portfolio, value $29,180,201.

    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 331,017 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $25,763,062.

    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).