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Focus Partners Wealth: SCHR position timeline

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

Focus Partners Wealth held 332,580 SCHR 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 332,580 shares
    Change vs previous 13F +15,877 shares

    0.01% of the 13F portfolio, value $8,201,458.

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

    • Focus Partners Wealth: 316,775 shares
    • Focus Partners Advisor Solutions, LLC: 15,805 shares

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

  2. period ended2026-03-31
    13F 316,703 shares
    Change vs previous 13F -5,549 shares

    0.01% of the 13F portfolio, value $7,936,664.

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

    • Focus Partners Wealth: 301,832 shares
    • Focus Partners Advisor Solutions, LLC: 14,871 shares

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

  3. period ended2025-12-31
    13F 322,252 shares
    Change vs previous 13F +56,318 shares

    0.01% of the 13F portfolio, value $8,082,107.

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

    • Focus Partners Wealth: 309,545 shares
    • Focus Partners Advisor Solutions, LLC: 12,707 shares

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

  4. period ended2025-09-30
    13F 265,934 shares
    Change vs previous 13F +51,234 shares

    0.01% of the 13F portfolio, value $6,682,928.

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

    • Focus Partners Wealth: 242,649 shares
    • Focus Partners Advisor Solutions, LLC: 23,285 shares

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

  5. period ended2025-06-30
    13F 214,700 shares
    Change vs previous 13F -21,202 shares

    0.01% of the 13F portfolio, value $5,373,945.

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

    • Focus Partners Wealth: 202,259 shares
    • Focus Partners Advisor Solutions, LLC: 12,441 shares

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

  6. period ended2025-03-31
    13F/A 235,902 shares
    Change vs previous 13F +46,957 shares

    0.01% of the 13F portfolio, value $5,864,537.

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

    • Focus Partners Wealth: 219,828 shares
    • Focus Partners Advisor Solutions, LLC: 16,074 shares

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

  7. period ended2024-12-31
    13F/A 188,945 shares
    Change vs previous 13F +89,277 shares

    0.01% of the 13F portfolio, value $4,589,481.

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

    • Focus Partners Wealth: 188,945 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 99,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,043,263.

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

    • Focus Partners Wealth: 91,549 shares
    • Focus Partners Advisor Solutions, LLC: 8,119 shares

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