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Focus Partners Wealth: SCHG position timeline

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

Focus Partners Wealth held 8,389,054 SCHG 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 8,389,054 shares
    Change vs previous 13F -5,202,823 shares

    0.26% of the 13F portfolio, value $283,885,037.

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

    • Focus Partners Wealth: 6,836,103 shares
    • Focus Partners Advisor Solutions, LLC: 1,552,951 shares

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

  2. period ended2026-03-31
    13F 13,591,877 shares
    Change vs previous 13F +5,431,643 shares

    0.4% of the 13F portfolio, value $396,062,524.

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

    • Focus Partners Wealth: 12,147,955 shares
    • Focus Partners Advisor Solutions, LLC: 1,443,922 shares

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

  3. period ended2025-12-31
    13F 8,160,234 shares
    Change vs previous 13F +5,806,041 shares

    0.28% of the 13F portfolio, value $266,107,834.

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

    • Focus Partners Wealth: 6,602,251 shares
    • Focus Partners Advisor Solutions, LLC: 1,557,983 shares

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

  4. period ended2025-09-30
    13F 2,354,193 shares
    Change vs previous 13F +13,488 shares

    0.11% of the 13F portfolio, value $75,178,405.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 874,037 shares
    • Focus Partners Advisor Solutions, LLC: 1,480,156 shares

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

  5. period ended2025-06-30
    13F 2,340,705 shares
    Change vs previous 13F -147,266 shares

    0.13% of the 13F portfolio, value $68,372,008.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 892,683 shares
    • Focus Partners Advisor Solutions, LLC: 1,448,022 shares

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

  6. period ended2025-03-31
    13F/A 2,487,971 shares
    Change vs previous 13F -39,118 shares

    0.13% of the 13F portfolio, value $62,298,866.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 798,526 shares
    • Focus Partners Advisor Solutions, LLC: 1,689,445 shares

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

  7. period ended2024-12-31
    13F/A 2,527,089 shares
    Change vs previous 13F +2,208,060 shares

    0.16% of the 13F portfolio, value $70,430,025.

    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: 761,595 shares
    • Focus Partners Advisor Solutions, LLC: 1,765,494 shares

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

  8. period ended2024-09-30
    13F 319,029 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $33,236,668.

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

    • Focus Partners Wealth: 192,118 shares
    • Focus Partners Advisor Solutions, LLC: 126,911 shares

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