EXENCIAL WEALTH ADVISORS, LLC's ownership history for SCHD

EXENCIAL WEALTH ADVISORS, LLC currently holds 769.6K shares with a market value of $21.0M. It started holding SCHD on 2024-09-30. At its peak, it held 775.6K shares on 2025-06-30. Its highest holding value was $21.0M on 2025-09-30. At its lowest, it held 243.8K shares on 2024-09-30, with a value of $20.2M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 29.3K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 525.8K.