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Focus Partners Wealth: SCHV position timeline

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

Focus Partners Wealth held 2,234,842 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,234,842 shares
    Change vs previous 13F +4,715 shares

    0.07% of the 13F portfolio, value $77,794,882.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 607,840 shares
    • Focus Partners Advisor Solutions, LLC: 1,627,002 shares

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

  2. period ended2026-03-31
    13F 2,230,127 shares
    Change vs previous 13F -67,654 shares

    0.07% of the 13F portfolio, value $68,032,040.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 666,146 shares
    • Focus Partners Advisor Solutions, LLC: 1,563,981 shares

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

  3. period ended2025-12-31
    13F 2,297,781 shares
    Change vs previous 13F +247,014 shares

    0.07% of the 13F portfolio, value $68,037,356.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 651,288 shares
    • Focus Partners Advisor Solutions, LLC: 1,646,493 shares

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

  4. period ended2025-09-30
    13F 2,050,767 shares
    Change vs previous 13F -349,730 shares

    0.08% of the 13F portfolio, value $59,696,704.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 271,598 shares
    • Focus Partners Advisor Solutions, LLC: 1,779,169 shares

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

  5. period ended2025-06-30
    13F 2,400,497 shares
    Change vs previous 13F +89,692 shares

    0.12% of the 13F portfolio, value $66,421,754.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 667,556 shares
    • Focus Partners Advisor Solutions, LLC: 1,732,941 shares

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

  6. period ended2025-03-31
    13F/A 2,310,805 shares
    Change vs previous 13F +60,072 shares

    0.13% of the 13F portfolio, value $61,421,211.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 382,061 shares
    • Focus Partners Advisor Solutions, LLC: 1,928,744 shares

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

  7. period ended2024-12-31
    13F/A 2,250,733 shares
    Change vs previous 13F +2,045,155 shares

    0.13% of the 13F portfolio, value $58,676,631.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 274,065 shares
    • Focus Partners Advisor Solutions, LLC: 1,976,668 shares

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

  8. period ended2024-09-30
    13F 205,578 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,522,516.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 96,820 shares
    • Focus Partners Advisor Solutions, LLC: 108,758 shares

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