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Disclosery

Clarius Group, LLC: SCHW position timeline

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

Clarius Group, LLC held 5,799 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,799 shares
    Change vs previous 13F -1,828 shares

    0.03% of the 13F portfolio, value $579,378.

    13F-HR 0001664214-26-000002 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 7,627 shares
    Change vs previous 13F -3,174 shares

    0.04% of the 13F portfolio, value $728,150.

    13F-HR 0001664214-25-000013 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,801 shares
    Change vs previous 13F +931 shares

    0.06% of the 13F portfolio, value $985,483.

    13F-HR 0001664214-25-000009 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 9,870 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $772,624.

    13F-HR 0001664214-25-000007 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 9,799 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $725,224.

    13F-HR 0001664214-25-000002 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 9,748 shares
    Change vs previous 13F -184 shares

    0.04% of the 13F portfolio, value $629,370.

    13F-HR 0001664214-24-000014 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 9,932 shares
    Change vs previous 13F -417 shares

    0.05% of the 13F portfolio, value $731,889.

    13F-HR 0001664214-24-000009 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 10,349 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $748,647.

    13F-HR 0001664214-24-000007 filed by Clarius Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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