EXENCIAL WEALTH ADVISORS, LLC's ownership history for SCHG

EXENCIAL WEALTH ADVISORS, LLC currently holds 266.2K shares with a market value of $7.8M. It started holding SCHG on 2024-09-30. At its peak, it held 266.2K shares on 2026-03-31. Its highest holding value was $8.3M on 2025-12-31. At its lowest, it held 62.9K shares on 2024-09-30, with a value of $5.7M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 17.8K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 38.7K.