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Clarity Wealth Advisors, LLC: SCHX position timeline

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

Clarity Wealth Advisors, LLC held 42,293 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,293 shares
    Change vs previous 13F -859 shares

    0.22% of the 13F portfolio, value $1,244,691.

    13F-HR 0001767384-26-000004 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 43,152 shares
    Change vs previous 13F -1,459 shares

    0.23% of the 13F portfolio, value $1,106,421.

    13F-HR 0001767384-26-000002 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 44,611 shares
    Change vs previous 13F +33,133 shares

    0.24% of the 13F portfolio, value $1,200,478.

    13F-HR 0001767384-26-000001 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,478 shares
    Change vs previous 13F -357 shares

    0.07% of the 13F portfolio, value $302,343.

    13F-HR 0001767384-25-000002 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,835 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $289,259.

    13F-HR 0001085146-25-004654 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,835 shares
    Change vs previous 13F -252 shares

    0.07% of the 13F portfolio, value $261,327.

    13F-HR 0001085146-25-002498 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,087 shares
    Change vs previous 13F +6,948 shares

    0.08% of the 13F portfolio, value $280,187.

    13F-HR 0001085146-25-000530 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,139 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $348,673.

    13F-HR 0001085146-24-005016 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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