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Disclosery

Focus Financial Network, Inc.: SCHD position timeline

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

Focus Financial Network, Inc. held 1,818,289 SCHD 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 1,818,289 shares
    Change vs previous 13F -164,885 shares

    1.78% of the 13F portfolio, value $57,657,931.

    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 1,983,174 shares
    Change vs previous 13F -200,456 shares

    2.18% of the 13F portfolio, value $60,843,768.

    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 2,183,630 shares
    Change vs previous 13F -1,014,418 shares

    2.09% of the 13F portfolio, value $59,896,983.

    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 3,198,048 shares
    Change vs previous 13F -33,586 shares

    3.11% of the 13F portfolio, value $87,306,721.

    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 3,231,634 shares
    Change vs previous 13F -30,899 shares

    3.38% of the 13F portfolio, value $85,638,299.

    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 3,262,533 shares
    Change vs previous 13F +78,717 shares

    3.73% of the 13F portfolio, value $91,220,427.

    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 3,183,816 shares
    Change vs previous 13F +2,158,136 shares

    3.46% of the 13F portfolio, value $86,981,840.

    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 1,025,680 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $86,700,701.

    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).