Focus Partners Wealth: SCHB position timeline

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

Focus Partners Wealth held 2,564,033 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 2,564,033 shares
Change vs previous 13F -255,107 shares
0.07% of the 13F portfolio, value $74,254,446.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 2,383,777 shares
- Focus Partners Advisor Solutions, LLC: 180,256 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,819,140 shares
Change vs previous 13F -1,919 shares
0.07% of the 13F portfolio, value $70,783,400.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 2,654,159 shares
- Focus Partners Advisor Solutions, LLC: 164,981 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,821,059 shares
Change vs previous 13F +1,509,971 shares
0.08% of the 13F portfolio, value $73,996,454.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 2,626,053 shares
- Focus Partners Advisor Solutions, LLC: 195,006 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,311,088 shares
Change vs previous 13F -154,992 shares
0.05% of the 13F portfolio, value $33,783,873.
13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Focus Partners Wealth: 1,140,215 shares
- Focus Partners Advisor Solutions, LLC: 170,873 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,466,080 shares
Change vs previous 13F +152,696 shares
0.07% of the 13F portfolio, value $34,936,704.
13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Focus Partners Wealth: 1,250,036 shares
- Focus Partners Advisor Solutions, LLC: 216,044 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,313,384 shares
Change vs previous 13F +33,278 shares
0.06% of the 13F portfolio, value $28,277,185.
13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 1,115,572 shares
- Focus Partners Advisor Solutions, LLC: 197,812 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 1,280,106 shares
Change vs previous 13F +1,040,604 shares
0.07% of the 13F portfolio, value $29,058,470.
13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
Filed 2025-05-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 1,106,279 shares
- Focus Partners Advisor Solutions, LLC: 173,827 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 239,502 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $15,931,822.
13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Focus Partners Wealth: 175,066 shares
- Focus Partners Advisor Solutions, LLC: 64,436 shares
Acceptance time not in the bulk data set (spec §4.2).