Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: SCHX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 146,817 SCHX 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 146,817 shares
    Change vs previous 13F +5,098 shares

    0.12% of the 13F portfolio, value $3,764,386.

    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 141,719 shares
    Change vs previous 13F -21,259 shares

    0.12% of the 13F portfolio, value $3,813,651.

    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 162,978 shares
    Change vs previous 13F -8,867 shares

    0.14% of the 13F portfolio, value $4,292,853.

    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 171,845 shares
    Change vs previous 13F -5,090 shares

    0.15% of the 13F portfolio, value $4,199,882.

    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 176,935 shares
    Change vs previous 13F -2,619 shares

    0.14% of the 13F portfolio, value $3,906,720.

    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 179,554 shares
    Change vs previous 13F +114,476 shares

    0.15% of the 13F portfolio, value $4,162,054.

    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 65,078 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $4,415,510.

    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 65,128 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,184,486.

    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).