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Clear Point Advisors Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Point Advisors Inc. on SCHB, newest first. How the timeline and the estimate are built.

Clear Point Advisors Inc. held 178,396 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,396 shares
    Change vs previous 13F -711 shares

    4.58% of the 13F portfolio, value $5,166,345.

    13F-HR 0001754960-26-000665 filed by Clear Point Advisors Inc.
    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 179,107 shares
    Change vs previous 13F -180 shares

    3.5% of the 13F portfolio, value $4,495,588.

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    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 179,287 shares
    Change vs previous 13F -3,442 shares

    3.65% of the 13F portfolio, value $4,702,708.

    13F-HR 0001754960-26-000165 filed by Clear Point Advisors Inc.
    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 182,729 shares
    Change vs previous 13F -2,119 shares

    3.65% of the 13F portfolio, value $4,697,950.

    13F-HR 0001754960-25-000714 filed by Clear Point Advisors Inc.
    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 184,848 shares
    Change vs previous 13F -2,894 shares

    3.71% of the 13F portfolio, value $4,404,924.

    13F-HR 0001754960-25-000415 filed by Clear Point Advisors Inc.
    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 187,742 shares
    Change vs previous 13F -297 shares

    3.63% of the 13F portfolio, value $4,042,087.

    13F-HR 0001754960-25-000225 filed by Clear Point Advisors Inc.
    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 188,039 shares
    Change vs previous 13F +125,139 shares

    3.65% of the 13F portfolio, value $4,268,474.

    13F-HR 0001754960-25-000091 filed by Clear Point Advisors Inc.
    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 62,900 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $4,184,148.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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