Focus Partners Wealth: SCHC position timeline

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

Focus Partners Wealth held 1,032,822 SCHC 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 1,032,822 shares
Change vs previous 13F -35,141 shares
0.05% of the 13F portfolio, value $49,699,466.
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: 962,706 shares
- Focus Partners Advisor Solutions, LLC: 70,116 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,067,963 shares
Change vs previous 13F -31,667 shares
0.05% of the 13F portfolio, value $49,916,588.
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: 1,025,135 shares
- Focus Partners Advisor Solutions, LLC: 42,828 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,099,630 shares
Change vs previous 13F +58,884 shares
0.05% of the 13F portfolio, value $50,066,252.
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: 1,030,190 shares
- Focus Partners Advisor Solutions, LLC: 69,440 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,040,746 shares
Change vs previous 13F -33,783 shares
0.07% of the 13F portfolio, value $47,345,127.
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: 953,388 shares
- Focus Partners Advisor Solutions, LLC: 87,358 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,074,529 shares
Change vs previous 13F -84,762 shares
0.09% of the 13F portfolio, value $45,764,197.
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: 999,324 shares
- Focus Partners Advisor Solutions, LLC: 75,205 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,159,291 shares
Change vs previous 13F +76,529 shares
0.09% of the 13F portfolio, value $41,595,441.
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: 1,083,953 shares
- Focus Partners Advisor Solutions, LLC: 75,338 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 1,082,762 shares
Change vs previous 13F +75,112 shares
0.08% of the 13F portfolio, value $37,171,267.
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: 1,015,007 shares
- Focus Partners Advisor Solutions, LLC: 67,755 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,007,650 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $38,833,382.
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: 934,656 shares
- Focus Partners Advisor Solutions, LLC: 72,994 shares
Acceptance time not in the bulk data set (spec §4.2).