Ownership history in Focus Financial Network, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Focus Financial Network, Inc. reported a position in SCHWAB STRATEGIC TR (FNDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 657,138 | +41,793 | +6.8% | 1.03% | $29.7M | $45.21 |
| 2025 Q3 | REDUCED | 615,345 | -14,975 | -2.4% | 0.94% | $26.4M | $41.70 |
| 2025 Q2 | ADDED | 630,320 | +27,677 | +4.6% | 1.00% | $25.2M | $38.85 |
| 2025 Q1 | ADDED | 602,643 | +17,486 | +3.0% | 0.89% | $21.8M | $34.89 |
| 2024 Q4 | ADDED | 585,157 | +58,682 | +11.1% | 0.77% | $19.4M | $32.06 |
| 2024 Q3 | ADDED | 526,475 | +409,318 | +349.4% | 0.80% | $19.7M | $35.04 |
| 2024 Q2 | REDUCED | 117,157 | -369,477 | -75.9% | 0.33% | $2.5M | $32.85 |
| 2024 Q1 | INITIATED | 486,634 | — | — | 0.81% | $16.7M | — |
As of 2025 Q4 — sorted by position size