Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: SCHO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 36,712 SCHO 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 36,712 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $890,990.

    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 36,782 shares
    Change vs previous 13F +620 shares

    0.03% of the 13F portfolio, value $896,371.

    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 36,162 shares
    Change vs previous 13F -497 shares

    0.03% of the 13F portfolio, value $882,345.

    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 36,659 shares
    Change vs previous 13F +9,977 shares

    0.03% of the 13F portfolio, value $893,742.

    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 26,682 shares
    Change vs previous 13F -7,327 shares

    0.02% of the 13F portfolio, value $649,441.

    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 34,009 shares
    Change vs previous 13F +18,361 shares

    0.03% of the 13F portfolio, value $818,260.

    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 15,648 shares
    Change vs previous 13F +5,502 shares

    0.03% of the 13F portfolio, value $766,438.

    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 10,146 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $488,337.

    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).