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Clear Point Advisors Inc.: SCHX position timeline

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

Clear Point Advisors Inc. held 78,586 SCHX 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 78,586 shares
    Change vs previous 13F -102 shares

    2.05% of the 13F portfolio, value $2,312,781.

    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 78,688 shares
    Change vs previous 13F -897 shares

    1.57% of the 13F portfolio, value $2,017,559.

    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 79,585 shares
    Change vs previous 13F -5,779 shares

    1.66% of the 13F portfolio, value $2,141,639.

    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 85,364 shares
    Change vs previous 13F -2,538 shares

    1.75% of the 13F portfolio, value $2,248,484.

    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 87,902 shares
    Change vs previous 13F -125 shares

    1.81% of the 13F portfolio, value $2,148,333.

    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 88,027 shares
    Change vs previous 13F +199 shares

    1.75% of the 13F portfolio, value $1,943,627.

    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 87,828 shares
    Change vs previous 13F +58,479 shares

    1.74% of the 13F portfolio, value $2,035,844.

    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 29,349 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,991,371.

    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).