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Focus Partners Wealth: SCHZ position timeline

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

Focus Partners Wealth held 329,297 SCHZ 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 329,297 shares
    Change vs previous 13F -5,925 shares

    0.01% of the 13F portfolio, value $7,616,681.

    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: 129,203 shares
    • Focus Partners Advisor Solutions, LLC: 200,094 shares

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

  2. period ended2026-03-31
    13F 335,222 shares
    Change vs previous 13F +212,308 shares

    0.01% of the 13F portfolio, value $7,783,903.

    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: 136,490 shares
    • Focus Partners Advisor Solutions, LLC: 198,732 shares

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

  3. period ended2025-12-31
    13F 122,914 shares
    Change vs previous 13F -123,320 shares

    <0.01% of the 13F portfolio, value $2,872,821.

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

    • Focus Partners Wealth: 122,914 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 246,234 shares
    Change vs previous 13F -27,444 shares

    0.01% of the 13F portfolio, value $5,779,629.

    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: 36,110 shares
    • Focus Partners Advisor Solutions, LLC: 210,124 shares

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

  5. period ended2025-06-30
    13F 273,678 shares
    Change vs previous 13F -186,342 shares

    0.01% of the 13F portfolio, value $6,360,280.

    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: 34,276 shares
    • Focus Partners Advisor Solutions, LLC: 239,402 shares

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

  6. period ended2025-03-31
    13F/A 460,020 shares
    Change vs previous 13F -100,745 shares

    0.02% of the 13F portfolio, value $10,654,068.

    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: 28,189 shares
    • Focus Partners Advisor Solutions, LLC: 431,831 shares

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

  7. period ended2024-12-31
    13F/A 560,765 shares
    Change vs previous 13F +543,382 shares

    0.03% of the 13F portfolio, value $12,729,405.

    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: 31,729 shares
    • Focus Partners Advisor Solutions, LLC: 529,036 shares

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

  8. period ended2024-09-30
    13F 17,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $826,094.

    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).