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Focus Partners Wealth: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on SCHA, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 1,759,862 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,759,862 shares
    Change vs previous 13F +389,938 shares

    0.06% of the 13F portfolio, value $63,583,335.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,667,957 shares
    • Focus Partners Advisor Solutions, LLC: 91,905 shares

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

  2. period ended2026-03-31
    13F 1,369,924 shares
    Change vs previous 13F -125,094 shares

    0.04% of the 13F portfolio, value $39,891,824.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,313,049 shares
    • Focus Partners Advisor Solutions, LLC: 56,875 shares

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

  3. period ended2025-12-31
    13F 1,495,018 shares
    Change vs previous 13F +64,097 shares

    0.04% of the 13F portfolio, value $42,578,179.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,412,043 shares
    • Focus Partners Advisor Solutions, LLC: 82,975 shares

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

  4. period ended2025-09-30
    13F 1,430,921 shares
    Change vs previous 13F +61,049 shares

    0.06% of the 13F portfolio, value $39,936,209.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,292,091 shares
    • Focus Partners Advisor Solutions, LLC: 138,830 shares

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

  5. period ended2025-06-30
    13F 1,369,872 shares
    Change vs previous 13F -17,817 shares

    0.06% of the 13F portfolio, value $34,657,778.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,289,071 shares
    • Focus Partners Advisor Solutions, LLC: 80,801 shares

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

  6. period ended2025-03-31
    13F/A 1,387,689 shares
    Change vs previous 13F +63,387 shares

    0.07% of the 13F portfolio, value $32,513,598.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,313,246 shares
    • Focus Partners Advisor Solutions, LLC: 74,443 shares

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

  7. period ended2024-12-31
    13F/A 1,324,302 shares
    Change vs previous 13F +733,256 shares

    0.08% of the 13F portfolio, value $34,246,519.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,301,309 shares
    • Focus Partners Advisor Solutions, LLC: 22,993 shares

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

  8. period ended2024-09-30
    13F 591,046 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $30,438,984.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 562,589 shares
    • Focus Partners Advisor Solutions, LLC: 28,457 shares

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