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Clear Retirement Advice LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Retirement Advice LLC on SCHV, newest first. How the timeline and the estimate are built.

Clear Retirement Advice LLC held 57,373 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,373 shares
    Change vs previous 13F -662 shares

    1.37% of the 13F portfolio, value $1,997,154.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 58,035 shares
    Change vs previous 13F -3,210 shares

    1.39% of the 13F portfolio, value $1,770,068.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 61,245 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,934,730.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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