Skip to content
Disclosery

Focus Partners Wealth: SCHH position timeline

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

Focus Partners Wealth held 428,682 SCHH 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 428,682 shares
    Change vs previous 13F +53,972 shares

    0.01% of the 13F portfolio, value $10,151,589.

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

    • Focus Partners Wealth: 395,395 shares
    • Focus Partners Advisor Solutions, LLC: 33,287 shares

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

  2. period ended2026-03-31
    13F 374,710 shares
    Change vs previous 13F -9,738 shares

    0.01% of the 13F portfolio, value $8,052,553.

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

    • Focus Partners Wealth: 359,962 shares
    • Focus Partners Advisor Solutions, LLC: 14,748 shares

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

  3. period ended2025-12-31
    13F 384,448 shares
    Change vs previous 13F -3,060 shares

    0.01% of the 13F portfolio, value $8,033,877.

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

    • Focus Partners Wealth: 364,963 shares
    • Focus Partners Advisor Solutions, LLC: 19,485 shares

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

  4. period ended2025-09-30
    13F 387,508 shares
    Change vs previous 13F -203,820 shares

    0.01% of the 13F portfolio, value $8,350,451.

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

    • Focus Partners Wealth: 342,905 shares
    • Focus Partners Advisor Solutions, LLC: 44,603 shares

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

  5. period ended2025-06-30
    13F 591,328 shares
    Change vs previous 13F +247,357 shares

    0.02% of the 13F portfolio, value $12,512,518.

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

    • Focus Partners Wealth: 560,178 shares
    • Focus Partners Advisor Solutions, LLC: 31,150 shares

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

  6. period ended2025-03-31
    13F/A 343,971 shares
    Change vs previous 13F +2,548 shares

    0.02% of the 13F portfolio, value $7,398,836.

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

    • Focus Partners Wealth: 308,729 shares
    • Focus Partners Advisor Solutions, LLC: 35,242 shares

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

  7. period ended2024-12-31
    13F/A 341,423 shares
    Change vs previous 13F +147,616 shares

    0.02% of the 13F portfolio, value $7,190,428.

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

    • Focus Partners Wealth: 310,108 shares
    • Focus Partners Advisor Solutions, LLC: 31,315 shares

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

  8. period ended2024-09-30
    13F 193,807 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,490,516.

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

    • Focus Partners Wealth: 164,680 shares
    • Focus Partners Advisor Solutions, LLC: 29,127 shares

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