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Focus Partners Wealth: SCHM position timeline

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

Focus Partners Wealth held 1,177,642 SCHM 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 1,177,642 shares
    Change vs previous 13F +291,761 shares

    0.04% of the 13F portfolio, value $43,419,747.

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

    • Focus Partners Wealth: 1,131,309 shares
    • Focus Partners Advisor Solutions, LLC: 46,333 shares

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

  2. period ended2026-03-31
    13F 885,881 shares
    Change vs previous 13F -4,506 shares

    0.03% of the 13F portfolio, value $27,426,890.

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

    • Focus Partners Wealth: 840,847 shares
    • Focus Partners Advisor Solutions, LLC: 45,034 shares

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

  3. period ended2025-12-31
    13F 890,387 shares
    Change vs previous 13F +228,248 shares

    0.03% of the 13F portfolio, value $26,772,168.

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

    • Focus Partners Wealth: 845,556 shares
    • Focus Partners Advisor Solutions, LLC: 44,831 shares

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

  4. period ended2025-09-30
    13F 662,139 shares
    Change vs previous 13F +17,515 shares

    0.03% of the 13F portfolio, value $19,625,049.

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

    • Focus Partners Wealth: 642,184 shares
    • Focus Partners Advisor Solutions, LLC: 19,955 shares

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

  5. period ended2025-06-30
    13F 644,624 shares
    Change vs previous 13F -29,271 shares

    0.03% of the 13F portfolio, value $18,081,718.

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

    • Focus Partners Wealth: 610,602 shares
    • Focus Partners Advisor Solutions, LLC: 34,022 shares

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

  6. period ended2025-03-31
    13F/A 673,895 shares
    Change vs previous 13F +313 shares

    0.04% of the 13F portfolio, value $17,656,096.

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

    • Focus Partners Wealth: 640,723 shares
    • Focus Partners Advisor Solutions, LLC: 33,172 shares

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

  7. period ended2024-12-31
    13F/A 673,582 shares
    Change vs previous 13F +454,732 shares

    0.04% of the 13F portfolio, value $18,665,021.

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

    • Focus Partners Wealth: 640,379 shares
    • Focus Partners Advisor Solutions, LLC: 33,203 shares

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

  8. period ended2024-09-30
    13F 218,850 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,184,395.

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

    • Focus Partners Wealth: 208,917 shares
    • Focus Partners Advisor Solutions, LLC: 9,933 shares

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