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Disclosery

Clayton Financial Group LLC: SCHX position timeline

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

Clayton Financial Group LLC held 44,635 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,635 shares
    Change vs previous 13F +40 shares

    0.7% of the 13F portfolio, value $1,339,040.

    13F-HR 0002011212-26-000005 filed by Clayton Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,595 shares
    Change vs previous 13F -5,099 shares

    0.73% of the 13F portfolio, value $1,312,444.

    13F-HR 0002011212-26-000004 filed by Clayton Financial 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 ended2026-03-31
    13F 49,694 shares
    Change vs previous 13F +107 shares

    0.65% of the 13F portfolio, value $1,274,159.

    13F-HR 0002011212-26-000002 filed by Clayton Financial 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 ended2025-12-31
    13F 49,587 shares
    Change vs previous 13F +30,112 shares

    0.68% of the 13F portfolio, value $1,334,395.

    13F-HR 0002011212-26-000001 filed by Clayton Financial 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 ended2025-09-30
    13F 19,475 shares
    Change vs previous 13F +82 shares

    0.37% of the 13F portfolio, value $512,961.

    13F-HR 0002011212-25-000007 filed by Clayton Financial 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 ended2025-06-30
    13F 19,393 shares
    Change vs previous 13F -320,152 shares

    0.56% of the 13F portfolio, value $473,961.

    13F-HR 0002011212-25-000006 filed by Clayton Financial 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 ended2025-03-31
    13F 339,545 shares
    Change vs previous 13F +2,785 shares

    2.75% of the 13F portfolio, value $7,497,145.

    13F-HR 0002011212-25-000004 filed by Clayton Financial 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 ended2024-12-31
    13F 336,760 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $7,806,105.

    13F-HR 0002011212-25-000001 filed by Clayton Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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