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Focus Partners Wealth: SCHF position timeline

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

Focus Partners Wealth held 4,420,695 SCHF 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 4,420,695 shares
    Change vs previous 13F +497,814 shares

    0.11% of the 13F portfolio, value $122,452,644.

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

    • Focus Partners Wealth: 3,505,556 shares
    • Focus Partners Advisor Solutions, LLC: 915,139 shares

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

  2. period ended2026-03-31
    13F 3,922,881 shares
    Change vs previous 13F -23,310 shares

    0.1% of the 13F portfolio, value $97,114,670.

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

    • Focus Partners Wealth: 3,172,935 shares
    • Focus Partners Advisor Solutions, LLC: 749,946 shares

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

  3. period ended2025-12-31
    13F 3,946,191 shares
    Change vs previous 13F +235,116 shares

    0.1% of the 13F portfolio, value $94,867,171.

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

    • Focus Partners Wealth: 2,938,733 shares
    • Focus Partners Advisor Solutions, LLC: 1,007,458 shares

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

  4. period ended2025-09-30
    13F 3,711,075 shares
    Change vs previous 13F +297,421 shares

    0.12% of the 13F portfolio, value $86,481,281.

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

    • Focus Partners Wealth: 2,624,151 shares
    • Focus Partners Advisor Solutions, LLC: 1,086,924 shares

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

  5. period ended2025-06-30
    13F 3,413,654 shares
    Change vs previous 13F +264,115 shares

    0.14% of the 13F portfolio, value $75,441,773.

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

    • Focus Partners Wealth: 2,435,792 shares
    • Focus Partners Advisor Solutions, LLC: 977,862 shares

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

  6. period ended2025-03-31
    13F/A 3,149,539 shares
    Change vs previous 13F +21,742 shares

    0.13% of the 13F portfolio, value $62,297,906.

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

    • Focus Partners Wealth: 2,123,428 shares
    • Focus Partners Advisor Solutions, LLC: 1,026,111 shares

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

  7. period ended2024-12-31
    13F/A 3,127,797 shares
    Change vs previous 13F +2,013,609 shares

    0.13% of the 13F portfolio, value $57,864,319.

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

    • Focus Partners Wealth: 2,075,649 shares
    • Focus Partners Advisor Solutions, LLC: 1,052,148 shares

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

  8. period ended2024-09-30
    13F 1,114,188 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $45,815,493.

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

    • Focus Partners Wealth: 991,449 shares
    • Focus Partners Advisor Solutions, LLC: 122,739 shares

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