EXENCIAL WEALTH ADVISORS, LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1576151
OKLAHOMA CITY, OK
All Filings in FNDB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 FNDB | $829,487 | 36,049 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 FNDB | $870,947 | 37,444 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FNDB | — | 13,093 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 FNDB | — | 8,218 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FNDB | — | 9,109 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 FNDB | — | 9,187 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 FNDB | — | 9,522 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FNDB | — | 9,221 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||