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EXENCIAL WEALTH ADVISORS, LLC: SCHV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 267,752 SCHV 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 267,752 shares
    Change vs previous 13F -9,468 shares

    0.25% of the 13F portfolio, value $8,166,427.

    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 277,220 shares
    Change vs previous 13F +2,407 shares

    0.26% of the 13F portfolio, value $8,208,494.

    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 274,813 shares
    Change vs previous 13F +5,732 shares

    0.26% of the 13F portfolio, value $7,999,805.

    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 269,081 shares
    Change vs previous 13F +18,929 shares

    0.26% of the 13F portfolio, value $7,445,484.

    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 250,152 shares
    Change vs previous 13F +3,933 shares

    0.25% of the 13F portfolio, value $6,649,041.

    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 246,219 shares
    Change vs previous 13F +157,579 shares

    0.24% of the 13F portfolio, value $6,418,939.

    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 88,640 shares
    Change vs previous 13F +1,801 shares

    0.26% of the 13F portfolio, value $7,123,997.

    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 86,839 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,433,046.

    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).