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Focus Partners Wealth: SCHW position timeline

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

Focus Partners Wealth held 2,526,856 SCHW 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 2,526,856 shares
    Change vs previous 13F +253,858 shares

    0.21% of the 13F portfolio, value $233,147,764.

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

    • Focus Partners Wealth: 2,498,544 shares
    • Focus Partners Advisor Solutions, LLC: 28,312 shares

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

  2. period ended2026-03-31
    13F 2,272,998 shares
    Change vs previous 13F +156,031 shares

    0.21% of the 13F portfolio, value $213,568,266.

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

    • Focus Partners Wealth: 2,254,162 shares
    • Focus Partners Advisor Solutions, LLC: 18,836 shares

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

  3. period ended2025-12-31
    13F 2,116,967 shares
    Change vs previous 13F +1,844,274 shares

    0.22% of the 13F portfolio, value $211,496,647.

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

    • Focus Partners Wealth: 2,101,463 shares
    • Focus Partners Advisor Solutions, LLC: 15,504 shares

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

  4. period ended2025-09-30
    13F 272,693 shares
    Change vs previous 13F +52,708 shares

    0.04% of the 13F portfolio, value $26,034,921.

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

    • Focus Partners Wealth: 257,368 shares
    • Focus Partners Advisor Solutions, LLC: 15,325 shares

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

  5. period ended2025-06-30
    13F 219,985 shares
    Change vs previous 13F +8,814 shares

    0.04% of the 13F portfolio, value $20,070,613.

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

    • Focus Partners Wealth: 207,999 shares
    • Focus Partners Advisor Solutions, LLC: 11,986 shares

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

  6. period ended2025-03-31
    13F/A 211,171 shares
    Change vs previous 13F +16,562 shares

    0.04% of the 13F portfolio, value $16,530,627.

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

    • Focus Partners Wealth: 201,397 shares
    • Focus Partners Advisor Solutions, LLC: 9,774 shares

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

  7. period ended2024-12-31
    13F/A 194,609 shares
    Change vs previous 13F +10,938 shares

    0.03% of the 13F portfolio, value $14,403,064.

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

    • Focus Partners Wealth: 189,874 shares
    • Focus Partners Advisor Solutions, LLC: 4,735 shares

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

  8. period ended2024-09-30
    13F 183,671 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,903,864.

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

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