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Focus Partners Wealth: SCHE position timeline

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

Focus Partners Wealth held 718,390 SCHE 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 718,390 shares
    Change vs previous 13F +162,828 shares

    0.02% of the 13F portfolio, value $26,048,600.

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

    • Focus Partners Wealth: 682,534 shares
    • Focus Partners Advisor Solutions, LLC: 35,856 shares

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

  2. period ended2026-03-31
    13F 555,562 shares
    Change vs previous 13F +23,783 shares

    0.02% of the 13F portfolio, value $18,305,858.

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

    • Focus Partners Wealth: 543,184 shares
    • Focus Partners Advisor Solutions, LLC: 12,378 shares

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

  3. period ended2025-12-31
    13F 531,779 shares
    Change vs previous 13F +216 shares

    0.02% of the 13F portfolio, value $17,415,838.

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

    • Focus Partners Wealth: 499,216 shares
    • Focus Partners Advisor Solutions, LLC: 32,563 shares

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

  4. period ended2025-09-30
    13F 531,563 shares
    Change vs previous 13F +61,260 shares

    0.03% of the 13F portfolio, value $17,772,053.

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

    • Focus Partners Wealth: 484,718 shares
    • Focus Partners Advisor Solutions, LLC: 46,845 shares

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

  5. period ended2025-06-30
    13F 470,303 shares
    Change vs previous 13F +28,266 shares

    0.03% of the 13F portfolio, value $14,174,974.

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

    • Focus Partners Wealth: 440,159 shares
    • Focus Partners Advisor Solutions, LLC: 30,144 shares

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

  6. period ended2025-03-31
    13F/A 442,037 shares
    Change vs previous 13F +29,001 shares

    0.03% of the 13F portfolio, value $12,187,002.

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

    • Focus Partners Wealth: 413,947 shares
    • Focus Partners Advisor Solutions, LLC: 28,090 shares

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

  7. period ended2024-12-31
    13F/A 413,036 shares
    Change vs previous 13F +79,944 shares

    0.02% of the 13F portfolio, value $10,999,193.

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

    • Focus Partners Wealth: 391,402 shares
    • Focus Partners Advisor Solutions, LLC: 21,634 shares

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

  8. period ended2024-09-30
    13F 333,092 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,719,643.

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

    • Focus Partners Wealth: 304,838 shares
    • Focus Partners Advisor Solutions, LLC: 28,254 shares

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