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Focus Partners Wealth: SCHK position timeline

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

Focus Partners Wealth held 584,479 SCHK 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 584,479 shares
    Change vs previous 13F +96,268 shares

    0.02% of the 13F portfolio, value $21,076,364.

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

    • Focus Partners Wealth: 573,808 shares
    • Focus Partners Advisor Solutions, LLC: 10,671 shares

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

  2. period ended2026-03-31
    13F 488,211 shares
    Change vs previous 13F -904 shares

    0.02% of the 13F portfolio, value $15,295,708.

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

    • Focus Partners Wealth: 477,541 shares
    • Focus Partners Advisor Solutions, LLC: 10,670 shares

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

  3. period ended2025-12-31
    13F 489,115 shares
    Change vs previous 13F +11,186 shares

    0.02% of the 13F portfolio, value $16,042,941.

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

    • Focus Partners Wealth: 477,310 shares
    • Focus Partners Advisor Solutions, LLC: 11,805 shares

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

  4. period ended2025-09-30
    13F 477,929 shares
    Change vs previous 13F -11,226 shares

    0.02% of the 13F portfolio, value $15,351,171.

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

    • Focus Partners Wealth: 477,929 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 489,155 shares
    Change vs previous 13F +3,613 shares

    0.03% of the 13F portfolio, value $14,586,624.

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

    • Focus Partners Wealth: 480,348 shares
    • Focus Partners Advisor Solutions, LLC: 8,807 shares

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

  6. period ended2025-03-31
    13F/A 485,542 shares
    Change vs previous 13F -16,591 shares

    0.03% of the 13F portfolio, value $13,070,799.

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

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

  7. period ended2024-12-31
    13F/A 502,133 shares
    Change vs previous 13F +250,092 shares

    0.04% of the 13F portfolio, value $14,215,397.

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

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

  8. period ended2024-09-30
    13F 252,041 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,935,382.

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

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