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Focus Partners Wealth: SCHO position timeline

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

Focus Partners Wealth held 285,786 SCHO 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 285,786 shares
    Change vs previous 13F -127,685 shares

    0.01% of the 13F portfolio, value $6,898,914.

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

    • Focus Partners Wealth: 222,605 shares
    • Focus Partners Advisor Solutions, LLC: 63,181 shares

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

  2. period ended2026-03-31
    13F 413,471 shares
    Change vs previous 13F +44,489 shares

    0.01% of the 13F portfolio, value $10,035,461.

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

    • Focus Partners Wealth: 351,200 shares
    • Focus Partners Advisor Solutions, LLC: 62,271 shares

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

  3. period ended2025-12-31
    13F 368,982 shares
    Change vs previous 13F +135,292 shares

    0.01% of the 13F portfolio, value $8,992,119.

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

    • Focus Partners Wealth: 339,760 shares
    • Focus Partners Advisor Solutions, LLC: 29,222 shares

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

  4. period ended2025-09-30
    13F 233,690 shares
    Change vs previous 13F +18,580 shares

    0.01% of the 13F portfolio, value $5,700,072.

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

    • Focus Partners Wealth: 153,492 shares
    • Focus Partners Advisor Solutions, LLC: 80,198 shares

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

  5. period ended2025-06-30
    13F 215,110 shares
    Change vs previous 13F +14,879 shares

    0.01% of the 13F portfolio, value $5,244,408.

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

    • Focus Partners Wealth: 137,286 shares
    • Focus Partners Advisor Solutions, LLC: 77,824 shares

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

  6. period ended2025-03-31
    13F/A 200,231 shares
    Change vs previous 13F +3,825 shares

    0.01% of the 13F portfolio, value $4,873,620.

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

    • Focus Partners Wealth: 140,174 shares
    • Focus Partners Advisor Solutions, LLC: 60,057 shares

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

  7. period ended2024-12-31
    13F/A 196,406 shares
    Change vs previous 13F +102,866 shares

    0.01% of the 13F portfolio, value $4,725,536.

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

    • Focus Partners Wealth: 137,496 shares
    • Focus Partners Advisor Solutions, LLC: 58,910 shares

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

  8. period ended2024-09-30
    13F 93,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,581,695.

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

    • Focus Partners Wealth: 70,609 shares
    • Focus Partners Advisor Solutions, LLC: 22,931 shares

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