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Focus Partners Wealth: SCHP position timeline

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

Focus Partners Wealth held 162,464 SCHP 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 162,464 shares
    Change vs previous 13F -148,603 shares

    <0.01% of the 13F portfolio, value $4,305,352.

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

    • Focus Partners Wealth: 119,123 shares
    • Focus Partners Advisor Solutions, LLC: 43,341 shares

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

  2. period ended2026-03-31
    13F 311,067 shares
    Change vs previous 13F +61,538 shares

    0.01% of the 13F portfolio, value $8,277,493.

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

    • Focus Partners Wealth: 257,347 shares
    • Focus Partners Advisor Solutions, LLC: 53,720 shares

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

  3. period ended2025-12-31
    13F 249,529 shares
    Change vs previous 13F +139,231 shares

    0.01% of the 13F portfolio, value $6,621,301.

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

    • Focus Partners Wealth: 249,529 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 110,298 shares
    Change vs previous 13F -174,165 shares

    <0.01% of the 13F portfolio, value $2,971,305.

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

    • Focus Partners Wealth: 83,296 shares
    • Focus Partners Advisor Solutions, LLC: 27,002 shares

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

  5. period ended2025-06-30
    13F 284,463 shares
    Change vs previous 13F +3,666 shares

    0.01% of the 13F portfolio, value $7,589,484.

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

    • Focus Partners Wealth: 255,937 shares
    • Focus Partners Advisor Solutions, LLC: 28,526 shares

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

  6. period ended2025-03-31
    13F/A 280,797 shares
    Change vs previous 13F +198,811 shares

    0.02% of the 13F portfolio, value $7,550,690.

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

    • Focus Partners Wealth: 251,059 shares
    • Focus Partners Advisor Solutions, LLC: 29,738 shares

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

  7. period ended2024-12-31
    13F/A 81,986 shares
    Change vs previous 13F +38,871 shares

    <0.01% of the 13F portfolio, value $2,117,758.

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

    • Focus Partners Wealth: 58,800 shares
    • Focus Partners Advisor Solutions, LLC: 23,186 shares

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

  8. period ended2024-09-30
    13F 43,115 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,312,293.

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

    • Focus Partners Wealth: 29,823 shares
    • Focus Partners Advisor Solutions, LLC: 13,292 shares

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