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EXENCIAL WEALTH ADVISORS, LLC: SCHP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 166,846 SCHP 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 166,846 shares
    Change vs previous 13F -2,546 shares

    0.14% of the 13F portfolio, value $4,439,786.

    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 169,392 shares
    Change vs previous 13F -3,215 shares

    0.14% of the 13F portfolio, value $4,487,184.

    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 172,607 shares
    Change vs previous 13F +747 shares

    0.15% of the 13F portfolio, value $4,651,761.

    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 171,860 shares
    Change vs previous 13F -12,129 shares

    0.16% of the 13F portfolio, value $4,585,214.

    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 183,989 shares
    Change vs previous 13F -3,957 shares

    0.18% of the 13F portfolio, value $4,947,471.

    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 187,946 shares
    Change vs previous 13F +78,810 shares

    0.18% of the 13F portfolio, value $4,854,644.

    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 109,136 shares
    Change vs previous 13F -2,086 shares

    0.21% of the 13F portfolio, value $5,852,989.

    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 111,222 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,784,645.

    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).