Focus Partners Wealth: SCHX position timeline

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

Focus Partners Wealth held 3,424,516 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 3,424,516 shares
Change vs previous 13F +121,711 shares
0.09% of the 13F portfolio, value $100,782,363.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 3,325,591 shares
- Focus Partners Advisor Solutions, LLC: 98,925 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,302,805 shares
Change vs previous 13F +42,567 shares
0.09% of the 13F portfolio, value $84,844,646.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 3,199,988 shares
- Focus Partners Advisor Solutions, LLC: 102,817 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,260,238 shares
Change vs previous 13F +596,562 shares
0.09% of the 13F portfolio, value $87,726,790.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 3,204,446 shares
- Focus Partners Advisor Solutions, LLC: 55,792 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,663,676 shares
Change vs previous 13F +153,842 shares
0.1% of the 13F portfolio, value $70,210,367.
13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Focus Partners Wealth: 2,632,459 shares
- Focus Partners Advisor Solutions, LLC: 31,217 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,509,834 shares
Change vs previous 13F -193,510 shares
0.11% of the 13F portfolio, value $61,340,380.
13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Focus Partners Wealth: 2,469,586 shares
- Focus Partners Advisor Solutions, LLC: 40,248 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 2,703,344 shares
Change vs previous 13F +176,351 shares
0.13% of the 13F portfolio, value $59,689,910.
13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 2,669,259 shares
- Focus Partners Advisor Solutions, LLC: 34,085 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 2,526,993 shares
Change vs previous 13F +1,761,714 shares
0.13% of the 13F portfolio, value $58,575,767.
13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
Filed 2025-05-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 2,491,487 shares
- Focus Partners Advisor Solutions, LLC: 35,506 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 765,279 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $51,924,342.
13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Focus Partners Wealth: 755,220 shares
- Focus Partners Advisor Solutions, LLC: 10,059 shares
Acceptance time not in the bulk data set (spec §4.2).