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Focus Partners Wealth: SCHD position timeline

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

Focus Partners Wealth held 3,062,691 SCHD 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 3,062,691 shares
    Change vs previous 13F +186,275 shares

    0.09% of the 13F portfolio, value $97,117,997.

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

    • Focus Partners Wealth: 1,841,246 shares
    • Focus Partners Advisor Solutions, LLC: 1,221,445 shares

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

  2. period ended2026-03-31
    13F 2,876,416 shares
    Change vs previous 13F +352 shares

    0.09% of the 13F portfolio, value $88,251,071.

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

    • Focus Partners Wealth: 1,641,871 shares
    • Focus Partners Advisor Solutions, LLC: 1,234,545 shares

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

  3. period ended2025-12-31
    13F 2,876,064 shares
    Change vs previous 13F +23,422 shares

    0.08% of the 13F portfolio, value $78,869,268.

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

    • Focus Partners Wealth: 1,568,181 shares
    • Focus Partners Advisor Solutions, LLC: 1,307,883 shares

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

  4. period ended2025-09-30
    13F 2,852,642 shares
    Change vs previous 13F +59,977 shares

    0.11% of the 13F portfolio, value $77,750,784.

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

    • Focus Partners Wealth: 1,523,181 shares
    • Focus Partners Advisor Solutions, LLC: 1,329,461 shares

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

  5. period ended2025-06-30
    13F 2,792,665 shares
    Change vs previous 13F -152,138 shares

    0.14% of the 13F portfolio, value $74,005,669.

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

    • Focus Partners Wealth: 1,511,923 shares
    • Focus Partners Advisor Solutions, LLC: 1,280,742 shares

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

  6. period ended2025-03-31
    13F/A 2,944,803 shares
    Change vs previous 13F +26,589 shares

    0.18% of the 13F portfolio, value $82,336,780.

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

    • Focus Partners Wealth: 1,486,458 shares
    • Focus Partners Advisor Solutions, LLC: 1,458,345 shares

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

  7. period ended2024-12-31
    13F/A 2,918,214 shares
    Change vs previous 13F +2,358,186 shares

    0.18% of the 13F portfolio, value $79,725,683.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,457,770 shares
    • Focus Partners Advisor Solutions, LLC: 1,460,444 shares

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

  8. period ended2024-09-30
    13F 560,028 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $48,115,124.

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

    • Focus Partners Wealth: 429,754 shares
    • Focus Partners Advisor Solutions, LLC: 130,274 shares

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