Skip to content
Disclosery

Clearstead Advisors, LLC: SCHA position timeline

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

Clearstead Advisors, LLC held 77,042 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,042 shares
    Change vs previous 13F -365 shares

    0.03% of the 13F portfolio, value $2,783,517.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 77,407 shares
    Change vs previous 13F +2,297 shares

    0.02% of the 13F portfolio, value $2,251,003.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 75,110 shares
    Change vs previous 13F -372 shares

    0.03% of the 13F portfolio, value $2,139,141.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 75,482 shares
    Change vs previous 13F -2,162 shares

    0.03% of the 13F portfolio, value $2,105,950.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 77,644 shares
    Change vs previous 13F -1,243 shares

    0.03% of the 13F portfolio, value $1,964,410.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 78,887 shares
    Change vs previous 13F +2,931 shares

    0.03% of the 13F portfolio, value $1,848,308.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 75,956 shares
    Change vs previous 13F +41,455 shares

    0.03% of the 13F portfolio, value $1,964,203.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,501 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,776,771.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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