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Disclosery

Focus Financial Network, Inc.: SCHX position timeline

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

Focus Financial Network, Inc. held 611,089 SCHX 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 611,089 shares
    Change vs previous 13F -2,270 shares

    0.56% of the 13F portfolio, value $17,984,336.

    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 613,359 shares
    Change vs previous 13F -29,225 shares

    0.56% of the 13F portfolio, value $15,726,529.

    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 642,584 shares
    Change vs previous 13F -26,073 shares

    0.6% of the 13F portfolio, value $17,291,946.

    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 668,657 shares
    Change vs previous 13F +14,151 shares

    0.63% of the 13F portfolio, value $17,612,413.

    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 654,506 shares
    Change vs previous 13F +9,946 shares

    0.63% of the 13F portfolio, value $15,996,138.

    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 644,560 shares
    Change vs previous 13F -12,176 shares

    0.58% of the 13F portfolio, value $14,231,891.

    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 656,736 shares
    Change vs previous 13F +433,396 shares

    0.61% of the 13F portfolio, value $15,223,132.

    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 223,340 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $15,153,652.

    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).