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EXENCIAL WEALTH ADVISORS, LLC: SCHY position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 66,510 SCHY 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 66,510 shares
    Change vs previous 13F -7,279 shares

    0.07% of the 13F portfolio, value $2,105,721.

    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 73,789 shares
    Change vs previous 13F -4,454 shares

    0.07% of the 13F portfolio, value $2,200,386.

    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 78,243 shares
    Change vs previous 13F -436 shares

    0.07% of the 13F portfolio, value $2,186,097.

    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 78,679 shares
    Change vs previous 13F -5,157 shares

    0.08% of the 13F portfolio, value $2,151,863.

    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 83,836 shares
    Change vs previous 13F -2,024 shares

    0.08% of the 13F portfolio, value $2,127,768.

    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 85,860 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $1,985,091.

    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 85,887 shares
    Change vs previous 13F -2,022 shares

    0.08% of the 13F portfolio, value $2,247,651.

    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 87,909 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,072,012.

    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).