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EXENCIAL WEALTH ADVISORS, LLC: SCHR position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 559,583 SCHR 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 559,583 shares
    Change vs previous 13F +6,530 shares

    0.43% of the 13F portfolio, value $13,939,222.

    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 553,053 shares
    Change vs previous 13F -6,551 shares

    0.44% of the 13F portfolio, value $13,870,574.

    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 559,604 shares
    Change vs previous 13F +61,414 shares

    0.46% of the 13F portfolio, value $14,062,847.

    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 498,190 shares
    Change vs previous 13F +75,350 shares

    0.44% of the 13F portfolio, value $12,469,689.

    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 422,840 shares
    Change vs previous 13F +61,706 shares

    0.39% of the 13F portfolio, value $10,511,808.

    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 361,134 shares
    Change vs previous 13F +207,059 shares

    0.32% of the 13F portfolio, value $8,771,938.

    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 154,075 shares
    Change vs previous 13F +15,051 shares

    0.28% of the 13F portfolio, value $7,796,209.

    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 139,024 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,780,195.

    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).