EXENCIAL WEALTH ADVISORS, LLC's ownership history for SCHD

EXENCIAL WEALTH ADVISORS, LLC currently holds 717.6K shares with a market value of $22.0M. 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 $22.0M on 2026-03-31. 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 decreased its shares by 52.0K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 22.6K.