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Disclosery

Focus Financial Network, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Financial Network, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Focus Financial Network, Inc. held 710,192 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 710,192 shares
    Change vs previous 13F +10,501 shares

    0.64% of the 13F portfolio, value $20,567,158.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 699,691 shares
    Change vs previous 13F +37,932 shares

    0.63% of the 13F portfolio, value $17,562,235.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 661,759 shares
    Change vs previous 13F +11,574 shares

    0.6% of the 13F portfolio, value $17,357,944.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 650,185 shares
    Change vs previous 13F -38,403 shares

    0.6% of the 13F portfolio, value $16,716,262.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 688,588 shares
    Change vs previous 13F -245,935 shares

    0.65% of the 13F portfolio, value $16,409,052.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 934,523 shares
    Change vs previous 13F +33,700 shares

    0.82% of the 13F portfolio, value $20,120,284.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 900,823 shares
    Change vs previous 13F +572,822 shares

    0.81% of the 13F portfolio, value $20,448,685.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 328,001 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $21,818,648.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).