EXENCIAL WEALTH ADVISORS, LLC's ownership history for SCHP

EXENCIAL WEALTH ADVISORS, LLC currently holds 172.6K shares with a market value of $4.7M. It started holding SCHP on 2024-09-30. At its peak, it held 187.9K shares on 2024-12-31. Its highest holding value was $5.9M on 2024-09-30. At its lowest, it held 109.1K shares on 2024-09-30, with a value of $4.6M on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 11.4K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 63.5K.